SoftPak Financial Systems works with the tools your firm already runs
Your portfolio platform shouldn't force you to abandon your CRM, planning software, or data stack. SoftPak Financial Systems maintains documented integrations with leading wealthtech providers — and partners directly with technology companies building for the same clients we serve.
Where SoftPak Financial Systems fits in your technology stack
SoftPak Financial Systems’ technology partnerships cluster in three areas — each with documented APIs, tested integration patterns, and a named technical contact on our side.
CRM & Practice Management
Client data flows between SoftPak Financial Systems and your CRM without duplicate entry. Households, accounts, and portfolio context stay synchronized — so advisors work from one source of truth.
Financial Planning & Analytics Tools
Planning software works best with accurate, current portfolio data. SoftPak Financial Systems feeds reconciled positions and performance into your planning and analytics tools — so plans reflect reality.
Data, Trading & Market Infrastructure
Market data providers, trading venues, and analytics platforms connect to SoftPak Financial Systems through documented APIs and standard protocols — extending the platform without custom engineering on your side.
What technology partners get from SoftPak Financial Systems
A real API program, not a marketing page
OpenAPI-documented REST endpoints, a production-equivalent sandbox, versioned APIs with a published deprecation policy, and integration engineers who answer technical questions with technical answers.
Joint go-to-market with a 30-year client base
Co-marketing programs, joint webinars, and co-selling into SoftPak Financial Systems' enterprise, RIA, and family office clients — firms that have trusted us for decades and take our integration recommendations seriously.
Revenue sharing that's tracked in the open
Competitive revenue share on referred and co-sold deals, paid quarterly, visible in your partner dashboard in real time. No chasing statements.
Joint product development opportunities
For strategic partners, SoftPak Financial Systems co-develops integrations and features — with direct access to our product and engineering leadership, not a partnership inbox.
From first call to live integration
Apply and scope the fit
Submit the technology partner application. We review within 5 business days and come to the first call having already looked at your product and where the integration makes sense.
Technical discovery
Your engineers meet ours. We map the integration pattern, agree on data flows, and hand over sandbox credentials and API documentation before any paperwork is signed.
Build and certify
Build against the sandbox with a named SoftPak Financial Systems integration engineer assigned to your project. Certification testing validates the integration before it reaches any mutual client.
Launch and go to market
The integration is documented, listed, and supported. Co-marketing kicks off, and your partner success manager coordinates joint opportunities from day one.
Trusted by leading fintech organizations
SoftPak Financial Systems’ technology partner network spans CRM platforms, planning tools, data providers, and trading infrastructure, connections built and maintained over 30 years in wealth technology.
Building for wealth managers? Let's talk integration.
Apply as a technology partner. We review every application within 5 business days, and technical discovery starts with sandbox access, not a sales sequence.