SoftPak
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35 Main Street, Suite 5, Wayland, MA 01778, United States
Website Address
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Growth hack your portfolios
Introducing Universal Rebalancer
Since 1994, Softpak has been developing innovative products for the financial industry, and our software has been powering some of the biggest investment firms in the world. Our approach has always started with listening – truly partnering with our clients to identify the need and designing efficient, cost-effective solutions. Headquartered in Sudbury, Massachusetts, SoftPak has offices worldwide.
SoftPak Solutions
Enterprise Risk Manager
SoftPak’s Enterprise Risk Management 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......
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Householder
Get fast, efficient, automated tax-aware rebalancing for household accounts Most advisors agree that rebalancing investment accounts is the best way to enhance returns while keeping portfolios on target to achieve long-term goals. But rebalancing household accounts has traditionally been labor intensive and time consuming process, creating a barrier to rebalancing in......
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Managed Account Rebalancing System
As one of the first entrants into the managed account market in the United States, SoftPak has unparalleled depth and breadth of experience in implementing managed account solutions across a range of different business models. In partnership with Northfield Information Services, SoftPak has developed a highly scalable wealth management technology......
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Risk Analytics
SoftPak Risk Analytics gives you unprecedented flexibility to analyze portfolios against any structured risk model you choose. We’ve also designed it 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......
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Universal Rebalancer
What Makes The Universal Rebalancer Different Technology Our proprietary PairWise Swapping Algorithm is best in the class. This technique guarantees efficient and optimal rebalancing. Highly customizable through various configuration options. Households Create households with multiple taxable and non-taxable accounts. Rebalance selective accounts in a household, apply attribute restrictions on any account in a household Attributes Create......
