SoftPak
Enterprise Solutions

Built for Scale and Precision

Power large-scale portfolio operations, optimize complex investment strategies, and extend your internal capabilities with enterprise-grade solutions designed for performance, control, and scalability.

Enterprise ScaleEnterprise Scale
Quantitative PrecisionQuantitative Precision
Operational ControlOperational Control
Built for Scale and Precision
Core Capabilities

Enterprise-Grade Solutions for Complex Investment Operations

A powerful suite of solutions designed to support high-volume portfolio management, advanced optimization, and enterprise-level execution across global investment environments.

Managed Account Rebalancing System (MARS)

Managed Account Rebalancing System (MARS)

Enterprise-grade rebalancing and portfolio optimization built to scale across complex managed account programs.

  • Automated multi-account rebalancing
  • Advanced risk and tax management
  • Consistent model-driven portfolio execution
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ScalAx

ScalAx

A modern portfolio optimization engine built to scale complex, multi-account strategies with speed and precision.

  • Parallel optimization across thousands of portfolios
  • Axioma-powered risk and return modeling
  • Granular strategy and constraint control
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Staff Augmentation

Staff Augmentation

Flexible access to specialized financial technology expertise for enterprise-scale initiatives.

  • Skilled fintech and engineering professionals
  • Scalable team extension on demand
  • Faster delivery across complex projects
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Enterprise Performance

Precision Infrastructure for Modern Investment Operations

Institutional Scale

Institutional Scale

Support high-volume portfolios and complex account structures without compromising performance.

Strategic Control

Strategic Control

Apply advanced optimization, risk management, and strategy frameworks across all operations.

Operational Agility

Operational Agility

Adapt quickly to evolving business demands with flexible systems and scalable expertise.

50K Daily
Accounts processed by MARS clients
5K Daily
Accounts optimized by ScalAx clients
15–20x Faster
Start-of-day and end-of-day processing
0 Built-In Limits
On optimization and rebalancing concurrency
Enterprise Connectivity

Designed to Fit Your Technology Ecosystem

Our solutions integrate seamlessly across financial data and enterprise platforms.

Bloomberg
FactSet
Salesforce
Refinitiv
Let's Connect

Discuss Your Enterprise Technology Goals

Explore how our enterprise solutions can help modernize portfolio operations, optimize investment workflows, and strengthen your technology capabilities.