Products

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,

Orion’s fully integrated trading suite–including a tax-intelligent rebalancer, custom SMA optimizer, and robust model marketplace–empowers firms to personalize client portfolios while scaling back-office processes.

Globalance Bank is an owner-run Swiss private bank and represents a paradigm change in banking. It advises private clients, families and foundations on how they can invest their assets for the long run, and this in a very special way: as the worldfirst bank to do so, Globalance shows clients the footprint of their wealth.

Choose your own distinctive freelancing business model and this Freelance software will take care of everything and launches an exclusive and advanced freelancing website in a short span of time.

Cobo DeFi (Cobo DYF) Fund is a simple and secure way to gain diversified exposure to one of the fastest-growing segments of the crypto ecosystem. The Fund seeks to track the most promising decentralized finance (“DeFi”) crypto assets, a portfolio of protocol tokens that aspire to fundamentally disrupt large parts of the legacy financial ecosystem. Though liquidity mining, we are able to achieve stable returns without the headwinds. Assets are screened and monitored for certain risks, weighted by

DemaTrading.ai streamlines digital asset trading/processes by providing infrastructure to automate ETP/ETFs. We integrate diverse platforms, enhance risk management, and reduce costs with our trading infrastructure and portfolio management software for crypto funds.

GSLB.me is a DNSSEC-enabled Authoritative DNS, Dynamic DNS and Global Server Load Balancing solution for geo-balancing, failover, CDN offload and DNS firewall. GSLB.me can be used for free and provides powerful features and e-mail support.

Project and portfolio management software is one of the smartest places to introduce AI to your business strategy. It connects strategy to action and shows real, measurable impact. With Agentic PMO capabilities, you can: Launch projects faster with AI-generated schedules Assign and rebalance tasks intelligently Predict risks before they disrupt timelines Deliver real-time updates and executive reports If your company is exploring where to start with AI, this is a practical, proven path forward.

NPact’s Endowment Manager is a flexible financial processing tool designed specifically for fund investment accounting. Endowment Manager enables foundations and other non-profits to automate complex recurring calculations regarding endowment fees, spending policies, income allocation, and rebalancing, removing the need for spreadsheets and compiling information from disparate systems. Endowment Manager can be integrated with NPact's GE NXT solution for Grant Management, and with Blackbaud’s FE

Synthesized's Scientific Data Kit (SDK) generates unlimited high-quality, privacy-preserving synthetic datasets where it looks at a single table or multiple tables, and makes it easy to reshape and rebalance training data to amplify signals, which is critical to improving model performance.

Investpack, offered by Pickright Technologies, is a suite of ready-made, diversified investment portfolios designed to simplify the investment process for individuals. These portfolios, curated by SEBI-registered professionals, encompass a mix of asset classes such as equities, ETFs, mutual funds, and gold, catering to various risk appetites and financial goals. By leveraging artificial intelligence and machine learning, Investpack personalizes investment strategies, enabling users to make infor

Advent Genesis is a highly scalable, cloud-based portfolio construction and rebalancing solution designed to work in concert with our Moxy® trade order management system. It enables portfolio managers to manage models, rebalance accounts, monitor portfolio drift, and adjust strategies more quickly and efficiently. The combination of Advent Genesis and Moxy gives firms a seamless path from trading decisions through trade creation to execution.

A low-cost investment lineup actively managed, rebalanced, and monitored by 3(38) investment experts who share your fiduciary burden

Aindo’s generative AI technology creates hyper-realistic, yet fully synthetic data. These replace personal data and rebalance biased datasets for safe and fair analysis.

Automated tax accounting – Current and deferred taxes, e-balance and declaration

Palmarium AI is a portfolio construction copilot for advisors and wealth teams. It builds and rebalances portfolios in minutes using broad market coverage, mathematical models, machine learning, and AI—integrating 10,000+ company financial statements and 8,000+ real-time market signals into a single workflow. Palmarium then delivers decision-grade rationale and client-ready reporting, helping teams move faster, stay consistent across clients, and scale decision-making without adding operational

IMTC’s cloud-based investment management system (IMS) optimizes fixed income portfolios with a speed and accuracy that's never been possible before, leading to improved performance and lower costs. IMTC’s technology enables customization at scale by automating manual fixed income investment processes. The platform helps portfolio managers to construct, optimize, and rebalance portfolios while adhering to unique compliance rules, strategy-specific targets, and individual client requests. IMTC's I

Kvants is an AI-powered asset management platform that democratizes access to sophisticated quantitative trading strategies for everyday investors. By leveraging advanced algorithms and data-driven insights, Kvants offers automated, institutional-level trading solutions designed to optimize portfolio growth and manage risk effectively. Key Features and Functionality: - Diverse Quantitative Strategies: Investors can choose from a variety of strategies, including market-neutral, directional, mom

CryptoTradeMate is an AI-powered cryptocurrency trading platform designed to automate trading strategies, provide real-time market insights, and optimize portfolio management. By integrating advanced machine learning algorithms, it enables both novice and experienced traders to execute informed decisions, maximize profits, and minimize risks in the dynamic crypto market. Key Features and Functionality: - Automated Trading Bots: Deploy AI-driven bots that execute trades based on predefined stra

Plenty was a financial platform designed to help modern couples collaboratively manage their finances and build wealth together. It offered a suite of tools that enabled partners to invest, save, and plan for shared financial goals in a seamless and transparent manner. By democratizing access to sophisticated investment strategies and products traditionally reserved for the affluent, Plenty aimed to empower everyday households to achieve financial success. Key Features and Functionality: - Col