Formally established in 1994, SoftPak Financial Systems is a software firm specializing in the development of analytical tools, web-enabled solutions and database applications for the asset management industry.

As a privately owned company, we have a staff of 38 professionals that have the industry insight and technical expertise to successfully define, develop and deliver the most challenging of software projects.

Our software consulting business allows us to understand the unique needs of the financial marketplace and in turn, to develop the innovative tools that asset managers need; such as the scalable wealth management technology that we have developed for the managed accounts industry.  At SoftPak, we are committed to becoming the premier provider of automated and integrated software solutions and services for the asset management industry.

Our mission is to "exceed the expectations of our clients and partners while providing cost effective tangible solutions to the asset management industry; thereby allowing our clients to realize the true potential of information and ultimately, profit through technology."

Headquartered in Wellesley , Massachusetts , SoftPak has offices worldwide.


Our core principles guide and direct what we do and how we do it.
  • Integrity
  • Quality
  • Professionalism
  • Leadership

  •
    We treat each client as if they were our only client.
  • Citigroup
  • Gartmore
  • Morningstar
  • State Street

  •
    Our strategic partnerships provide maximum value to clients.
  • Northfield
  • CheckFree
  • Oracle

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    SoftPak and the SoftPak logo are trademarks of the SoftPak corporation.