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SoftPak to Launch new Universal Rebalancer
at In|Vest 2018 Conference July 10-11th

Sudbury, M.A., June 14, 2018 – SoftPak Financial Systems, Inc. one of the leading developers of portfolio analytics software announced today that it will be launching their new Universal Rebalancer at the In|Vest Financial Planning conference in New York, July 10-11th. The Universal Rebalancer uses a pair-wise swapping algorithm to get optimal results for any portfolio. This proven technology is currently being used at top investment firms and is now available to RIAs to rebalance thousands of accounts in just minutes while providing electronic trading connectivity to major custodians.

This cloud-based rebalancer offers comprehensive modeling tools to help RIAs edit, create and manage models, a powerful rebalancing engine that uses pair-wise swaps to arrive at optimal results and a trading component.

“We saw an opportunity in the marketplace to help RIAs reduce trading costs by helping them achieve an optimal rebalance using pair-wise trade swaps, infinitesimal trades that our application calculates in seconds to arrive at the best trades for the portfolio,” said Naaz Scheik, CEO of SoftPak. “We’ve also enabled advanced features for managing household accounts by enabling them to mix taxable and non-taxable accounts in a household, allow multi-level location preferences in a household and rebalance selective accounts in a household or all at once. These features make the application very unique in the market and we believe it will be a significant advancement for RIAs.”

Presenting on behalf of SoftPak will be Founder and CEO Naaz Scheik and CTO Narain Das Khatri. During the two-day event, SoftPak invites all attendees to visit their booth to speak with our top executives and learn more about the Universal Rebalancer and its capabilities and benefits or visit

About Invest

“In|Vest brings together technology and strategy executives from across the entire wealth management community to explore the changes in the market and offer a digital vision of the future. This event shares robust content that covers all aspects of the changing industry and features an exhibit hall that showcases the future of wealth management technology.”

About SoftPak Financial Systems

One the earliest players in FinTech, SoftPak has developed innovative products at the intersection of business solutions and IT infrastructure since 1994. Our rule-based rebalancing and risk-based optimization software powers some of the largest financial institutions in the world, processing over 500B AUM. Headquartered in Massachusetts, SoftPak has offices worldwide.

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