Visit website

Advanced Portfolio Rebalancing Software

"SoftPak Financial Systems delivers quantitative wealth management solutions that empower global investment firms and financial institutions.

SoftPak's financial technology works as the foundation for institutions that excel in portfolio analytics, rule-based rebalancing, and risk-based portfolio optimization.

With over 30 years of industry expertise, SoftPak provide scalable, modular, and reliable financial technology, purposefully built for long-term partnerships.

SoftPak is ISO 9001 and ISO 27001 certified, ensuring strong quality and information security standards."
SoftPak Financial Systems Inc
1995
United States
  • Banking
  • Financial-services
  • Investment-banking-venture
  • Investment-management
4 Industries
  • English
1 Language
Industries
  • Banking
  • Financial-services
  • Investment-banking-venture
  • Investment-management
Licensing & Deployment
  • Proprietary
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
Support
  • Email
  • Phone
  • 24x7 Support

Universal Rebalancer Core Features

Focus of Investment Management Feature
  • Accounting Management
  • Asset Management
  • Investment Tracking
  • Performance Metrics
  • Portfolio Management
  • Reporting
  • Risk Management
Focus of Stock Portfolio Management Feature
  • Billing & Invoicing
  • Multi-Currency Support
  • Order Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Tax Management
  • Technical Analysis
  • Watchlists

Universal Rebalancer Pricing

Pricing Type
  • Contact Vendor
Preferred Currency
  • USD ($)
Free Version
  • No
Payment Frequency
  • Annual Subscription
  • Quote Based
Vendor pricing page Download Pricing Document

Universal Rebalancer Reviews

5
Total Reviews
5.0/5
Overall Rating
0
Recent Reviews

What Users Say

Global Compliance Framework Development
patrick L
patrick L , Asset Management at Greenoaks
Advanced Security and Authentication Integration for Autonomous Systems.
Carmit Proper-Livni
Carmit Proper-Livni , Customer Success Director at Starship Technologies
Originator Unification Initiative
W. Mark Squire
W. Mark Squire , Chief Operating Officer & President VERICO Financial Group at VERICO Canada
UREBAL made compliance and security integration smooth and reliable.
Marc Fabris
Marc Fabris , Digital Strategist | Founder | Life Insurance SME | Speaker | Trainer | Collaborator at Financial Risk Hub
Cross-Border Trade Financing
Matthew Santarpia
Matthew Santarpia , Director of Human Resources-Purolator International at Purolator International

What Users Like The Most

  • Beyond technical skills, their ability to foster trust and a true partnership was impressive. We always felt like more than just a client—they genuinely cared about our success.
  • Their team explained every step and took the time to ensure we understood what their approach meant. They were quite responsive in making changes where needed, even suggesting new innovative solutions to streamline processes.
  • I appreciate the company's ability to listen and understand our unique needs. They took the time to learn about our business, our challenges, and our goals. Their tailored approach and strategic recommendations were highly appreciated.

What Users Like The Least

  • Nothing comes to mind on this particular project
  • If there’s one area for improvement, it would be the documentation process. They would not even accept a verbal agreement; everything had to be documented first before a step could be taken, and this almost caused the project to be delayed. However, working with them was successful, which compensates for the initial delay.
  • Honestly, there's nothing that stands out as a negative experience.

Universal Rebalancer Reviews

5.0 5 Reviews
  • Relevance
  • Most Recent
  • Rating: high to low
  • Rating: low to high
Write a Review
Carmit Proper-Livni

Advanced Security and Authentication Integration for Autonomous Systems.

The team proved high caliber, communicative, and solution-oriented, facilitating a smooth process. Their commitment guaranteed the success of our project and addressed our peculiar need.

What was the project name that you have worked with Universal Rebalancer?

Investment Management Software

How long have you used Universal Rebalancer?

7 Months

How frequently you use Universal Rebalancer?

Weekly

How do you find pricing of Universal Rebalancer?

mid-tier

What do you like the most about Universal Rebalancer?

Their transparency where they updated us regularly about the progress and articulate the technical concepts in simple language, which caused trust and confidence.

What do you like the least about Universal Rebalancer?

They provided an excellent service but they could lessen their documentation process as it caused a bit of delay but overall it was an amazing experience working together.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
patrick L

Global Compliance Framework Development

There was a thorough understanding of the regulatory landscapes with solutions that were very actionable from the very first discussions about a project till final implementation. They made what was initially such an overwhelmingly problem easy to address in highly structured and manageable ways.

What was the project name that you have worked with Universal Rebalancer?

Investment Management Software

How long have you used Universal Rebalancer?

5 Weeks

How frequently you use Universal Rebalancer?

Weekly

How do you find pricing of Universal Rebalancer?

mid-tier

What do you like the most about Universal Rebalancer?

At the initial stages, their team had conducted workshops to organize our leadership into compliance for the evolving compliance needs. They had ensured their provision of real-life examples and anticipations of challenges ahead, which helped us make informed decisions.

What do you like the least about Universal Rebalancer?

Nothing comes to mind as they worked like an extension of our team

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Matthew Santarpia

Cross-Border Trade Financing

Working with UREBAL was an incredibly smooth and rewarding experience. From the initial consultation to the final implementation, their team was professional, knowledgeable, and deeply invested in our success. They made complex financial processes like export-import financing feel approachable, while ensuring that our company was fully compliant with international trade regulations.

What was the project name that you have worked with Universal Rebalancer?

Investment Management Software

How long have you used Universal Rebalancer?

6 Months

How frequently you use Universal Rebalancer?

Weekly

How do you find pricing of Universal Rebalancer?

mid-tier

What do you like the most about Universal Rebalancer?

Beyond technical skills, their ability to foster trust and a true partnership was impressive. We always felt like more than just a client—they genuinely cared about our success.

What do you like the least about Universal Rebalancer?

Nothing comes to mind on this particular project

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
W. Mark Squire

Originator Unification Initiative

Working with Universal Rebalancer was a game changer for our organization. Their expertise in business strategy and ability to develop and implement plans that facilitate growth and collaboration were invaluable.

What was the project name that you have worked with Universal Rebalancer?

Investment Management Software

How long have you used Universal Rebalancer?

6 Months

How frequently you use Universal Rebalancer?

Weekly

How do you find pricing of Universal Rebalancer?

mid-tier

What do you like the most about Universal Rebalancer?

I appreciate the company's ability to listen and understand our unique needs. They took the time to learn about our business, our challenges, and our goals. Their tailored approach and strategic recommendations were highly appreciated.

What do you like the least about Universal Rebalancer?

Honestly, there's nothing that stands out as a negative experience.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Marc Fabris

UREBAL made compliance and security integration smooth and reliable.

From the initial consultation right through to the final implementation, every phase was handled with precision, professionalism, and a genuine commitment to our goals. UREBAL's team consistently exceeded our expectations in terms of both technical expertise and customer service.

What was the project name that you have worked with Universal Rebalancer?

Investment Management Software

How long have you used Universal Rebalancer?

6 Months

How frequently you use Universal Rebalancer?

Weekly

How do you find pricing of Universal Rebalancer?

mid-tier

What do you like the most about Universal Rebalancer?

Their team explained every step and took the time to ensure we understood what their approach meant. They were quite responsive in making changes where needed, even suggesting new innovative solutions to streamline processes.

What do you like the least about Universal Rebalancer?

If there’s one area for improvement, it would be the documentation process. They would not even accept a verbal agreement; everything had to be documented first before a step could be taken, and this almost caused the project to be delayed. However, working with them was successful, which compensates for the initial delay.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating

Universal Rebalancer Resources

What makes it different.