Go independent without leaving institutional quality behind
Purpose-built technology that helps breakaway advisors establish a modern advisory practice with portfolio management, reporting, and investment operations from day one.
Technology Built for Breakaway Advisors
Everything you need to establish a successful independent practice from the very beginning.
Fast Implementation
Get your advisory platform configured quickly with structured onboarding, guided implementation, and a proven transition process.
Custodian Connectivity
Connect leading custodians and consolidate portfolio data into one platform for trading, reporting, and portfolio management.
Branded Client Experience
Deliver professional, white-labeled reports, statements, and client communications that reflect your firm's identity.
Scalable Growth
Access enterprise-grade portfolio management technology that grows alongside your practice without unnecessary complexity.
Compliance Support
Operate with secure workflows, audit trails, role-based permissions, and operational controls designed for regulated advisory firms.
Guided Onboarding
Work alongside experienced WealthTech specialists who help configure your platform and support a smooth transition to independence.
Recommended Solutions for Breakaway Advisors
Urebal — Rebalancing on Day One
Build your model portfolios, connect your custodians, and let Urebal handle the rebalancing — from your very first trading day as an independent. No manual spreadsheet portfolios while you wait for implementation.
Client Reporting That Establishes Your Credibility
Consolidated multi-custodian performance reports in your brand — delivered on your schedule. Your clients receive professional quarterly reviews that reflect your investment process, not a generic platform template.
Client Portal & Document Delivery
A white-labeled client portal for performance access, document sharing, and account statements — the touchpoint that signals to clients that their advisor's new firm is serious and professional.
Operational Dashboard From Launch
Track your AUM, model drift, and client activity from day one — giving you the firm-level visibility to manage and grow your practice rather than constantly reacting to operational surprises.
Built for your launch
Urebal
Urebal is the rebalancing and portfolio management platform purpose-built for independent advisors — with model management, tax-intelligent trading, and direct custodian integration ready to run from your first trading day as an independent.
RIA Solutions
SoftPak's complete RIA operating platform brings together portfolio management, performance reporting, and client delivery in a single solution configured for independent advisors — with an implementation process designed for your transition timeline.
Build Your Independent Practice on the Right Technology
See how SoftPak helps breakaway advisors launch efficiently, operate confidently, and deliver exceptional client experiences from the start.
Book a Launch Consultation