The iBalanceTM portfolio management solution will provide us with the tools for a more effective monitoring of our increasing number of private wealth clients. It will also ease the implementation of a change in our investment strategy. We have chosen iBalanceTM for operational efficiency reasons. It will help our organization to reach higher standards in terms of portfolio rebalancing, reducing considerably the risk of error when implementing our investment strategy, taking into consideration and improving personalized client needs and restrictionsâ, said AndrÃ© Sirard, President and CEO of Professionalsâ Fund Group.
Claude Laurendeau, President of softTarget, was pleased with Professionalsâ Fund Groupâs decision. âWe are delighted to welcome Professionalsâ Fund Group among our growing list of clients using our iBalanceTM platform. I am sure that the Rebalancing Module for account groups will meet their need in terms of quality and efficiency. â.