Sudbury, MA – January 6, 2025 – SoftPak Financial Systems, a global leader in fintech innovation, is pleased to announce its upcoming webinar, “Maximizing Efficiency Beyond Rebalancing – UREBAL Hub’s Competitive Edge vs. Legacy Solutions,” scheduled for January 30, 2025 at 11 am –12:30 pm (EST). This highly anticipated event will showcase UREBAL Hub, SoftPak’s groundbreaking all-in-one solution, designed to address the inefficiencies of legacy systems and empower financial advisors with cutting-edge tools for streamlined portfolio management
A Visionary Lineup of Speakers
The webinar will feature two distinguished speakers:
Naaz Scheik, CEO of SoftPak Financial Systems, and a pioneer in fintech software development. With over 30 years of experience, Naaz has steered SoftPak to global prominence through innovation and client-centric solutions for some of the largest financial insitutions in the industry. He will share insights into the creation and vision behind UREBAL Hub and how it’s disrupting and reshaping the advisory software landscape.
Erica Landry, CMO of SoftPak Financial Systems, is recognized for her expertise in brand strategy and marketing leadership. Erica will discuss how UREBAL Hub’s unique capabilities address the evolving needs of financial institutions and advisors, ensuring excellence in client service.
What to Expect
Attendees will gain an exclusive preview into UREBAL Hub’s features and how it sets a new standard in portfolio management by overcoming the limitations of traditional systems. Key highlights include:
Overcoming Legacy System Challenges: Learn how UREBAL Hub eliminates inefficiencies by replacing disjointed tools and manual processes with a cohesive, automated solution.
Streamlining the Portfolio Investment Process: Discover how the platform optimizes advisory workflows, enhancing productivity and reducing errors.
Holistic Portfolio Management Solutions: Explore UREBAL Hub’s seamless integration of portfolio management, trading, reporting, and financial advisor CRM.
Improving Client Service Excellence: Uncover strategies for improving client outcomes through enhanced efficiency and streamlined operations.
Future-Ready Advisory Tools: Understand how UREBAL Hub equips financial advisors to adapt and thrive in an evolving industry landscape.
Interactive Demo and Live Q&A
The webinar will feature a live demonstration of UREBAL Hub’s functionalities, offering participants a hands-on look at how the platform simplifies and elevates portfolio management. Attendees will also have the opportunity to engage directly with Naaz Scheik and Erica Landry during a live Q&A session.
Event Details
Date: January 30, 2025
Time: 11AM – 12:00 PM
Location: Online (registration required)
How to Register
Reserve your spot today by visiting here. Spaces are limited, so early registration is encouraged to secure your participation in this transformative session.
Why Attend?
This webinar is a must-attend for Registered Investment Advisors, portfolio managers, and industry professionals seeking to stay ahead in the competitive financial landscape. Whether you’re grappling with legacy systems or looking for ways to enhance client service and operational efficiency, this session offers actionable insights and solutions tailored to your needs.
About SoftPak Financial Systems
SoftPak Financial Systems is a trusted provider of innovative fintech solutions, delivering powerful tools like UREBAL for portfolio rebalancing, asset allocation, and investment management. With a client renewal rate of 90% and partnerships with some of the world’s largest investment firms, SoftPak continues to lead the way in empowering financial institutions to achieve excellence.
Stay Connected
Follow SoftPak for the latest updates on this event and more.
Media Contact:
