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Enterprise wealth platform for reporting, portfolio management and client portals
- Family offices
- RIAs
- Broker-dealers
- Banks and trust companies
Portfolio managementCustom quote
SoftPak Financial Systems
Tax-aware rebalancing, reporting and billing software for RIAs, family offices and enterprise investment firms.
Wayland, MA, USFounded 1994softpak.comNot yet confirmed by the company
What it does
SoftPak Financial Systems sells portfolio rebalancing and wealth management software to RIAs, breakaway advisors, family offices and large investment firms, and also does custom fintech development for financial institutions.
Its Universal Rebalancer handles tax-aware, lot-level rebalancing, household-level management, model portfolios with drift monitoring, custom rules and trade approval across multiple custodians. MARS, its managed account rebalancing system, and ScalAx serve enterprise firms. Other modules cover client billing, portfolio reporting and performance analytics, proposal generation, document management, an investor portal and an AI notetaker. Daily feeds from Schwab, Fidelity, Pershing and private banks are reconciled before they reach the platform, and REST, FIX and SFTP interfaces are offered to partners.
SoftPak was founded in 1994 and is based in Wayland, Massachusetts. It has partnered with Northfield and Axioma on risk models. Pricing is not published.
Best for
- Serves
- RIAs, Family offices
Features
- Tax-aware lot-level rebalancing
- Multi-custodian trade generation
- Model portfolio drift monitoring
- Client billing
- Portfolio reporting and performance analytics
- Proposal generator
- Investor portal
- Custodian data reconciliation
Integrations
Integrations
- Axioma
- Northfield
Custodians supported
- Charles Schwab
- Fidelity
- Pershing
Coverage from The Daily Network
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