Build the Next Generation of Wealth Management Technology
Open, modular, and scalable infrastructure that empowers innovative firms to create differentiated investment platforms, advisor experiences, and client solutions.
Technology Built for Innovation-Led Firms
Flexible infrastructure designed to help product teams innovate faster, integrate seamlessly, and scale confidently.
Open API Platform
Build applications faster using secure REST APIs, comprehensive documentation, webhooks, sandbox environments, and developer-friendly integrations.
Modular Architecture
Deploy individual capabilities or an integrated platform that adapts to your technology roadmap and business requirements.
Configurable Data Models
Customize portfolio structures, asset classifications, reporting frameworks, and investment hierarchies to support your unique operating model.
Seamless Integrations
Connect custodians, CRMs, portfolio systems, data providers, and internal applications through flexible integration capabilities.
Accelerated Deployment
Leverage proven implementation frameworks and experienced engineering teams to reduce development time and accelerate delivery.
Collaborative Innovation
Partner with SoftPak's product and engineering experts to evolve your platform and support future business growth.
Infrastructure your product team builds on, not around
Portfolio Data via API — Clean, Consistent, Real-Time
Every position, transaction, performance calculation, and risk metric accessible programmatically — so your applications, portals, and analytics tools are always working from the same normalized data layer as SoftPak itself.
Custom Analytics — Your Methodology, Our Expertise
Define proprietary risk models, attribution frameworks, and portfolio construction logic. SoftPak runs the calculations; you own the intellectual property and present the results under your brand.
White-Label Reporting Infrastructure
Build fully branded client-facing experiences on SoftPak's calculation engine — your UX, your design, your delivery logic — without rebuilding the performance math underneath it.
Enterprise Integration Engineering
A dedicated team connects SoftPak to your existing systems: CRM, order management, trading platforms, data warehouses, and internal tools — with documented APIs and a handoff process that doesn't leave your engineers guessing.
The infrastructure layer your product needs
Custom Software Solutions
When your product vision requires capabilities that don't exist in any standard package, SoftPak's engineering team builds to your exact specifications — custom data models, proprietary analytics, bespoke integrations. You own the output.
Scalax
Scalax's open API layer and configurable data model make it the analytics and reporting backbone for firms building proprietary client experiences on top of institutional-grade portfolio infrastructure.
Let's Build What's Next Together
Partner with SoftPak to create scalable wealth management technology tailored to your product vision, integration strategy, and long-term growth.
Talk to Our Engineering Team