Better tools

for better information

Explore our innovative solutions

Portfolio Rebalancing

Our portfolio rebalancing tool, Universal Rebalancer, lets you create models, rebalance and trade, all in one platform. This portfolio rebalancing software offers a tax-aware rules-based rebalancing platform enabling advisors to set constraints both at the firm or individual account level. These constraints enable the advisor to create either a standardized or custom tax-efficient solution for each client, set tolerance bands on model portfolios, lock positions, generate cash, and identify equivalencies or restricted securities.

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Managed Accounts

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 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. Straight Portfolio Optimization and Taxable Optimization, both can be done using our proven Mean Variance Optimization technique (Risk Return Optimization). Several risk models are available.

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Portfolio Optimization

SoftPak Portfolio Optimizer (SPO) is our proprietary Portfolio Optimization and Portfolio Risk Analysis tool. It uses the principles of Mean Variance Optimization to optimize a portfolio versus any given benchmark. Our Risk Return Optimizer gives investors a formal mathematical approach to making investment decisions across a collection of financial instruments or assets. The tool can also be used to do Taxable Optimization, Index Fund Rebalancing, Index Replication and Factor Tilting. The classical approach, known as modern portfolio theory, involves categorizing the investment universe based on risk and return, and then choosing the mix of investments that achieve a desired risk versus return tradeoff. We provide the Fama French Risk Model, both three factor and five factor, on daily and monthly basis.

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Risk Reporting

SoftPak Risk Analytics (SRA) is a tool for Portfolio Risk Measurement and Portfolio Risk Analysis. It gives you unprecedented flexibility to analyze portfolios against a multi factor 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 using any Multi Factor Risk Model. We provide the Fama French Risk Model, both three factor and five factor, on daily and monthly basis.

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Enterprise Risk

Our Enterprise Risk Manager provides a 360-degree view of your entire risk profile, with modeling for all asset types globally including illiquids, derivatives and structured fixed income. It aggregates portfolios in total, giving you a clear view of of overall fund risk or let’s you drill down to the individual portfolio or team level.

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meets easy.

We design our products to be easy to use and intuitive.

What makes us different.

Deep Expertise

A staff of highly trained, certified engineers. Our employee retention rate is best in class — an average of 9 years. We specialize in software for the financial industry and understand what our clients need

Trusted Partners

We’ve partnered 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.


We’re driven to help our clients succeed and that comes through in our project management, attention to detail and quality and the high standards we have for our products.

Diverse Platforms

An industry-wide network of clients, advisors and partners providing support, market insight and resources for use by our clients as needed.