Universal Rebalancer

Advanced Portfolio Rebalancing Software

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Since 1994, SoftPak Financial Systems has developed innovative products for the financial industry that powers some of the biggest investment firms in the world. We specialize in automating portfolio rebalancing and optimization for large enterprise financial institutions. In addition to proprietary software products, SoftPak also provides custom software development, consultancy and developer placement, software integration and project management. Headquartered outside of Boston, Massachusetts, SoftPak has clients worldwide, and has satellite offices in the UK and Asia.

With our powerful modeling tool, you can create, edit and maintain your models or import your models in seconds.

Our rebalancing engine is based on quadratic programming techniques, which enables you to rebalance your portfolios in the most optimal way.

Our integrated trading component helps you manage the entire process – from the portfolio, order management to trade execution.
SoftPak Financial Systems Inc
1995
United States
4 Industries
1 Language

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LICENSING & DEPLOYMENT

  • Proprietary
  • Cloud Hosted
  • iPhone/iPad
  • Android
  • Windows
  • Mac

SUPPORT

  • Email
  • Phone
  • 24x7 Support

Universal Rebalancer Core Features

Investment Management

  • Accounting Management
  • Asset Management
  • Investment Tracking
  • Performance Metrics
  • Portfolio Management
  • Reporting
  • Risk Management

Stock Portfolio Management

  • 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

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