SoftPak Financial Systems
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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 was founded in 1994 and specializes exclusively in enterprise software development, software integration and consultant placement for the financial sector. The company is headquartered in Wayland Massachusetts and has 100 employees worldwide, consisting of product and project managers, developers, QA experts. Our offshore development center, Matrix Systems, is ISO 9001:2015, ISO 27001 (ISMS) certified and working towards CMMI ML 3 with completed Class-C appraisal. SoftPak’s clients are among the leading financial institutions in the country. We have built strong, loyal relationships based on personalized service and close attention to quality and detail. SoftPak’s expertise in developing intuitive software solutions to complex business challenges have made it a proven partner for leading global financial institutions. Our technical consultants bring with them extensive experience in financial services software development, which enables us to integrate quickly with internal business and IT teams.
SoftPak Financial Systems Reviews
Christopher W.
A Practical Solution for Modern Advisors
Federico S.
Saving Time on Daily Rebalancing Tasks
Wanda M.
Better Accuracy Across Portfolio Adjustments
About
What is SoftPak Financial Systems?
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.