Investment & Portfolio Management Technology
For Asset Managers, Wealth Advisors & RIAs
Working at the intersection of full-service fintech products, quantitative portfolio
management, and an outside the box attitude – Be sure to utilize SoftPak’s technological
innovations as they meet real business results.
Our Fintech Products
UREBAL (Universal
Rebalancer)
Softpak‘s UREBAL (Universal Rebalancer) offers technology solutions to help you automate your rebalancing process and scale your firm for growth. The right solution can free you from time-consuming portfolio maintenance tasks so you can focus on serving clients and building your business.
Enterprise Risk
Management
SoftPak’s ERM solution is unique in that it includes all standard and non-standard securities traded globally. It has better instrument coverage, simplified data management and a unified view of risk across all assets. Other systems do not cover private equity, real estate, infrastructure and other non-standard assets with the same rigor.
Softpak Risk
Analysis
SRA gives you unprecedented flexibility to analyze portfolios against any structured risk model you choose. Designed to be lightning fast. This invaluable utility gives you accurate results within seconds. SoftPak Risk Analytics is used to calculate the risk characteristics of a portfolio against any benchmark using any structured risk model.
MARS
Managed Accounts Rebalancing System (MARS) is a highly scalable wealth management technology that allows for any asset management firm to provide a consistent and efficient methodology to the process of managing taxable and tax- exempt accounts while applying the best thinking of the firm to every investment decision.
SCALAX
Effective risk management requires a single and consistent view of risk across your organization. Through our cloud-native, API-first investment risk capabilities, ScalAX partners with Axioma to take its portfolio risk software to the next level. Making it more interactive, more real-time, and more multi-purpose.
HOUSEHOLDER
Rebalancing household accounts has traditionally been labor intensive and time- consuming process, creating a barrier to rebalancing in a timely manner. Softpak UMHA Householder allows you to rebalance up to 50 accounts in a household while ensuring all accounts within the household retain their market value.
What Makes Us Different?
Deep Expertise
SoftPak’s boasts a staff of certified, highly trained engineers, and product developers. Our employee retention rate is one of the best in class — with an average of 9 years specializing in software for the financial industry and understanding what our clients’ need.
Trusted Partners
Partnering with some of the biggest fintech giants in the industry, our proven track record is a testament to our committed relationships with these industry leaders. Built on trust and reliability — at SoftPak we believe in continuing to deliver year after year.
Results-Oriented
Driven by the goal of helping our clients succeed in their fintech software development goals, our best-in-class project management team ensures extreme attention to detail and quality with its high standards and attention to detail.
Diverse Platforms
With an industry-wide network of clients, advisors, and partners providing ongoing support, market insights, and valuable resources tailored to help clients optimize performance and make informed decisions.