Partners
Learn about SoftPak’s trusted partnerships with leading financial technology providers, driving innovation and delivering enhanced solutions to meet the diverse needs of the financial industry.
Northfield Information Services, Inc. provides financial risk models and analytical tools for investors. Its risk models cover marketable and illiquid securities traded in U.S. fundamental equity, macroeconomic equity, short term equity, and REIT model; and global equity risk, single country and regional equity, global REIT model, private equity real estate, adaptive near horizon, and transaction cost.
Blueleaf is a comprehensive wealth management platform for Independent Financial Advisor and RIA firms that delivers unparalleled client experience and automation for advisors freeing them to do the important work they love while delivering more value to clients. Available applications include Reporting, and multi-channel Client Experience (Web, Mobile & eMail), Rebalancing & Trading, Billing & Invoicing, Business Intelligence, and Data Aggregation/Distribution. Intuitive, accessible and elegant advisor and client experiences built for a mobile-remote world.
Assetbook provides a robust portfolio management solution called Pulse that offers client servicing and reporting, asset allocation monitoring as well as tax management and planning. Assetbook now provides integration with URebal, the most comprehensive modeling and rebalancing tool on the market developed by SoftPak.
CheckFree Corporation is a NASDAQ-listed company that provides a wide range of financial electronic commerce services and products to consumers through financial management software, banks, brokerage firms, and web sites. CheckFree divides its business between three divisions: Electronic Commerce, Investment Services, and Software.
Oracle Corporation provides products and services that address all aspects of corporate information technology (IT) environments, including application, platform and infrastructure. The Company’s businesses include cloud and on-premise software, hardware and services.
Certifications
9001:2015, ISO 27001:2013 certified & CMMI Level-3 compliant company.
