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Universal Rebalancer

5.0 (5 Reviews)|Write a Review|Claimed profile
United States HQFounded 1995

Deployment

Web-basediPhone/iPadAndroidWindowsMac

Overview

About Universal Rebalancer

"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."

At a glance

Software information

Industries served, licensing and the support Universal Rebalancer provides.

Industries

  • Banking
  • Financial-services
  • Investment-banking-venture
  • Investment-management

Licensing

  • Proprietary
  • Annual Subscription
  • Quote Based

Support

  • Email
  • Phone
  • 24x7 Support
Languages (1)
English

Review analytics

What customers report

5.0
Based on 5 verified reviews
Ease of use5.0
Features & functionality5.0
Customer support5.0

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.

What users say

Review Analytics of Universal Rebalancer

Every review is verified through Goodfirms before it's published.

5.05 Verified Reviews
Ease of use5.0
Features & functionality5.0
Customer support5.0
Review Summary
Summarized from 5 verified reviews · Updated September 2026
Universal Rebalancer receives consistent praise for its professional implementation and customer service throughout project lifecycles. Reviewers highlight the team's technical expertise, particularly in managing complex processes like cross-border financing, compliance integration, and regulatory frameworks. The service is noted for making intricate financial and security requirements feel approachable while maintaining thoroughness. No significant drawbacks are mentioned across the reviews.
✦ AI-generated summary. May not reflect every review.
Detailed Reviews of Universal Rebalancer
Sort ByWrite a Review

What reviewers mention most

Carmit Proper-Livni, Customer Success Director at Starship TechnologiesVerified Review
Posted on Dec 16, 2024

“Advanced Security and Authentication Integration for Autonomous Systems.”

Overall rating5.0
Ease of use5.0
Features & functionality5.0
Customer support5.0
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.
patrick L, Asset Management at GreenoaksVerified Review
Posted on Dec 16, 2024

“Global Compliance Framework Development”

Overall rating5.0
Ease of use5.0
Features & functionality5.0
Customer support5.0
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.
Matthew Santarpia, Director of Human Resources-Purolator International at Purolator InternationalVerified Review
Posted on Dec 13, 2024

“Cross-Border Trade Financing”

Overall rating5.0
Ease of use5.0
Features & functionality5.0
Customer support5.0
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.
W. Mark Squire, Chief Operating Officer & President VERICO Financial Group at VERICO CanadaVerified Review
Posted on Dec 13, 2024

“Originator Unification Initiative”

Overall rating5.0
Ease of use5.0
Features & functionality5.0
Customer support5.0
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.
Marc Fabris, Digital Strategist | Founder | Life Insurance SME | Speaker | Trainer | Collaborator at Financial Risk HubVerified Review
Posted on Dec 11, 2024

“UREBAL made compliance and security integration smooth and reliable.”

Overall rating5.0
Ease of use5.0
Features & functionality5.0
Customer support5.0
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.

Capabilities

Universal Rebalancer features

The full feature set, grouped by module.

Investment Management Software

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

Stock Portfolio Management Software

  • Billing & Invoicing
  • Multi-Currency Support
  • Order Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Tax Management
  • Technical Analysis
  • Watchlists

Plans

Universal Rebalancer pricing

Free Version
No
Payment Frequency
Annual Subscription, Quote Based
Preferred Currency
USD ($)
Vendor pricing page

Media

Screenshots & video

Urebal is a cloud-based solution that optimizes portfolio management, order creation, and trading workflows for companies managing assets and wealth.