More than Just tools - A Business Accelerator for your RIA Firm
Account Monitoring
Permissions-based oversight on critical tasks, account and drift status.
Strategic Account Management
UREBAL HUB is bundled with our award-winning rebalancer, UREBAL, giving you advanced tax-aware strategies, an integrated trading utility, and data-rich performance analytics with Al insights.
Client Experience
New Business Proposals
Grow your business with professional, strategic proposals that instill confidence and trust. Plus, new client workflows help you bring on new accounts with ease.
Meet the Market Faster With Our Pre-built Fintech Products
UREBAL (Universal Rebalancer)
SoftPak‘s UREBAL (Universal Rebalancer) offers technology solutions to help you automate your rebalancing process and scale your firm for growth. The right solution can free you from time-consuming portfolio maintenance tasks so you can focus on serving clients and building your business.Explore More
ENTERPRISE RISK MANAGEMENT
SoftPak’s ERM 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 the same rigor. Explore More
SOFTPAK RISK
ANALYSIS
SRA gives you unprecedented flexibility to analyze portfolios against any structured risk model you choose. Designed 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 using any structured risk model. Explore More
MARS
Managed Accounts Rebalancing System (MARS) is a highly scalable wealth management technology that allows for any asset management firm to provide a consistent and efficient methodology to the process of managing taxable and tax-exempt accounts while applying the best thinking of the firm to every investment decision. Explore More
SCALAX
Effective risk management requires a single and consistent view of risk across your organization. Through our cloud-native, API-first investment risk capabilities, ScalAx partners with Axioma to take its portfolio risk software to the next level. Making it more interactive, more real-time, and more multi-purpose. Explore More
HOUSEHOLDER
Rebalancing household accounts has traditionally been labor intensive and time- consuming process, creating a barrier to rebalancing in a timely manner. Softpak UMHA Householder allows you to rebalance up to 50 accounts in a household while ensuring all accounts within the household retain their market value. Explore More
From Concept to Completion: Our Fintech
Software Development Process Streamlines
Product Development
Fully Customizable Services That Are Powering the World Largest Institutions
We cover the entire range of fintech software development services associated with financial product development and draw upon the best talent available on the market to help you achieve your project goals.
Quality Assurance
We can provide you with a dedicated team that seamlessly integrates with your company’s processes and timelines, working in agile environments to keep projects moving forward.
Project Management
From planning to executing, we have expert project managers available for your next project. Our PMs know what it takes to deliver even the most complex of projects from initiation to close.
Product Development
Let us help you make the next transformational technology idea into a reality. Our developers work side by side with your teams to help you deliver on time.
Complex Security & Strict Compliance
SoftPak offers comprehensive security measures including background checks, regular training, TP rights protection, network security, and business continuity, as well as assistance in preparing for ISO 9001 Quality audits.
Cloud Solutions
Future-proof your technology stacks with us. Specializing in cloud migration, cloud native application development, and app modernization. From lifting and shifting workloads to moving entire data centers, our team is here to help!
Workflow Automation
SoftPak’s team can design custom software solutions to expedite work, simplify processes, and reduce manual labor working with clients to find solutions that accelerate repetitive tasks, simplify workflows, and ensure uniformity.
Application Development
We can help you build powerful applications that work seamlessly on any device or platform. SoftPak’s goal is to make your end-user’s experience easier and help you get to the market faster.
Talent Placement
SoftPak’s rigorous hiring process ensures you get only top-tier talent, whether you need solo engineers or full-scale teams. With flexible project management and nearshore ateams aligned to your schedule, we provide the right talent, at the right time.
Take Advantage of SoftPak’s Quantitative Portfolio Management and Software Development Expertise
Local
Expertise
With over 30+ years of experience SoftPak’s staff of highly trained engineers maintain a 90% retention rate — with an average employee tenure of 9 years. SoftPak's deep workings in the fintech industry also allow us to specialize in making trusted, and efficient software for some of the biggest financial institutions around the world. 
Results
Oriented
At SoftPak we’re driven to help our clients succeed, which is why we are proud to say our client renewal rate is at 90%, managing over 500 million transactions per AUM. To read more about our result-oriented approach, read more on our case studies here. 
Trusted
Partners
SoftPak partners with the best in the industry, proven leaders in the finance industry. These relationships are built on trust and reliability — and a track record for delivering for years. Allowing us to deliver quality services for you, regardless! 
End-to-End and
White Label Solution
Allow SoftPak to develop a wide range of fintech software from scratch - from portfolio management to risk portfolio assessment software, our tailored full-service solutions ensure complete coverage for your TAMP or financial institution. 
Dedicated
Support
At the core of our fintech software development services. SoftPak’s software solutions prioritize user-friendly design, easy onboarding, and personalized interactions, so you can not only delight customers but also increase brand loyalty and retention. 
Tangible Results Right on Schedule
game
Delivered
Engineers
Rate
MEET OUR TEAM
Naaz ScheikCEO / Founder
Naaz Scheik, founder and CEO of SoftPak Financial Systems, focuses on improving financial technology software and providing an... Explore More
Erica LandryCMO
Erica Landry, former Chief Brand Officer of Care.com and Jack Morton, leads SoftPak’s marketing team. She has experience in brand experiences for Fortun...Explore More
Christopher Stewart Director Client Relations
Christopher Stewart, Director of Client Relations at Softpak, oversees customer expectations, sales efforts, and education. With 5 years in dat...Explore More
Discover The Success Stories That Drive Us
their impact on business. Crafted for forward-thinking leaders.
As Featured In
FREQUENTLY ASKED
QUESTIONS
Fintech software development starts with thorough planning, followed by design, coding, testing, and continuous optimization for scalability and security.
The future of fintech lies in AI-driven automation, block chain integration, and enhancing user experiences through mobile-first solutions and data security.
To find the right fintech software development company you must look for their expertise in financial services, proven case studies, and a track record of building secure, scalable solutions aligned with your business goals.
Fintech is revolutionizing wealth management by automating portfolio management, enhancing risk assessment, and enabling real-time, data-driven investment decisions. You can read more on these changes here.
Yes! Developing fintech software requires precise coding, typically in languages like Python, Java, or C++, and may also involve cloud computing and security protocols.
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