SoftPak
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Our Story

From Industry Pioneer to
Global WealthTech Partner.

For over three decades, SoftPak Financial Systems has been helping investment firms navigate an increasingly complex financial landscape. Since 1994, we've combined quantitative expertise with enterprise software engineering to deliver technology that empowers smarter investment decisions and long-term business growth.

Explore Our Journey
From industry pioneer to global WealthTech partner
Building WealthTech since 1994
1994
The year it all began
Our Journey

Building WealthTech Since 1994

SoftPak Financial Systems was founded with a vision to solve the growing complexity of investment management through intelligent technology. At a time when WealthTech was still emerging, we began developing innovative software that combined quantitative finance with enterprise-grade engineering.

Over the years, we've evolved from a fintech pioneer into a trusted technology partner for RIAs, wealth managers, family offices, and some of the world's leading financial institutions. Our solutions help firms optimize portfolios, automate investment operations, and scale with confidence.

Today, SoftPak continues to innovate, building technology that enables investment professionals to operate more efficiently, manage complexity, and focus on delivering better outcomes for their clients.

By the Numbers

Three Decades of Innovation

30+
Years of WealthTech Experience
$700B+
Trades Processed Annually
5 of Top 25
Global Investment Banks Trust SoftPak
90%
Client Renewal Rate
Milestones

A Legacy of Continuous Innovation.

1994
SoftPak Financial Systems Founded
1995
Vision Smart Editor Launched
1997
Offshore Development Center Established
2000
Partnership with Northfield
2001
MARS Launched
2016
Enterprise Risk Manager Released
2017
uRebal Introduced
2018
Strategic Partnerships with AssetBook & BlueLeaf
2022
Partnership with Axioma
2024
ScalAx Launch

The Next Chapter
Starts Here.

For more than 30 years, we've helped investment firms embrace innovation and navigate complexity with confidence. Let's build the future of wealth management together.

The next chapter starts here