Technology That Helps Independent RIAs Grow with Confidence
Purpose-built wealth management technology that streamlines portfolio operations, automates investment workflows, and delivers institutional capabilities for independent advisory firms.
Powering the Success of Independent RIAs
Everything your advisory firm needs to operate efficiently, scale confidently, and deliver exceptional client experiences.
Intelligent Rebalancing
Automate portfolio rebalancing with tax-aware workflows, household optimization, drift monitoring, and model-based trading across every client account.
Professional Reporting
Deliver branded performance reports, portfolio insights, and investment updates customized for every client relationship.
Multi-Custodian Connectivity
Aggregate portfolio data across leading custodians into a single, accurate view for trading, reporting, and portfolio management.
Institutional Analytics
Access sophisticated performance measurement, attribution analysis, and GIPS-compliant reporting to support informed investment decisions.
Model Portfolio Management
Build, maintain, and deploy investment models efficiently while keeping portfolios aligned with your firm's investment strategy.
Operational Efficiency
Simplify daily investment operations through automated workflows, exception management, and centralized portfolio oversight.
Tools that grow your practice, not your overhead
Urebal — Tax-Intelligent Rebalancing
Rule-based rebalancing across your entire book, with full tax-lot awareness, model deviation thresholds, and household-level wash sale coordination — without manual trade reviews for routine drift.
uRebal Hub — Centralized Model & Trading Management
Manage your model portfolios, review rebalancing queues, and oversee trading activity across your entire book from one interface — with the visibility to catch exceptions before they become client conversations.
Multi-Custodian Data Aggregation
Normalized position and transaction data from every custodian your clients use — reconciled, auditable, and ready for reporting without your team touching a spreadsheet the night before reviews.
Practice Growth Intelligence
Track AUM growth, fee revenue, model concentration, and client activity across your firm — so you can identify which client segments are most valuable and allocate your time accordingly.
The products your practice runs on
Urebal
Urebal is SoftPak's rebalancing and trading automation platform — built specifically for tax-intelligent, model-driven portfolio management across an RIA's full book of business. It handles the execution discipline so your investment process doesn't depend on manual discipline.
uRebal Hub
uRebal Hub gives your practice a centralized command center for model management, rebalancing oversight, and trading activity — so you can run a tight investment process across your entire book without adding operations headcount.
Build a More Scalable Advisory Practice
Discover how SoftPak helps independent RIAs simplify portfolio management, automate investment operations, and deliver institutional-quality service as they grow.
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