Universal Rebalancer

Advanced Portfolio Rebalancing Software

5.0 5 Reviews

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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.

Screenshot & Video

1/1

LICENSING & DEPLOYMENT

Proprietary
Cloud Hosted
Web-based
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

Payment Frequency

Annual Subscription
Quote Based

Vendor pricing page Download Pricing Document

Universal Rebalancer Reviews

Carmit Proper-Livni, Customer Success Director at Starship Technologies

Posted 4 months ago

Advanced Security and Authentication Integration for Autonomous Systems.

Rating Breakdown

Ease of Use
Features
Customer Support
Overall Rating

Review Summary

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.

For which software category are you reviewing 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.

patrick L, Asset Management at Greenoaks

Posted 4 months ago

Global Compliance Framework Development

Rating Breakdown

Ease of Use
Features
Customer Support
Overall Rating

Review Summary

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.

For which software category are you reviewing 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

Matthew Santarpia, Director of Human Resources-Purolator International at Purolator International

Posted 5 months ago

Cross-Border Trade Financing

Rating Breakdown

Ease of Use
Features
Customer Support
Overall Rating

Review Summary

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.

For which software category are you reviewing 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

W. Mark Squire, Chief Operating Officer & President VERICO Financial Group at VERICO Canada

Posted 5 months ago

Originator Unification Initiative

Rating Breakdown

Ease of Use
Features
Customer Support
Overall Rating

Review Summary

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.

For which software category are you reviewing 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.

Posted 5 months ago

UREBAL made compliance and security integration smooth and reliable.

Rating Breakdown

Ease of Use
Features
Customer Support
Overall Rating

Review Summary

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.

For which software category are you reviewing 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.

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