Fintech Integration Marketplace

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SoftPak Financial Systems

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.


Softpak‘s Universal Rebalancer (UREBAL) offers technology solutions to help you automate your rebalancing process and scale your firm for growth. The right solution can free you from time-consuming portfolio maintenance tasks so you can focus on serving clients and building your business.

Managed Account Rebalancing System (MARS) is a highly scalable wealth management technology that allows for any asset management firm to provide a consistent and efficient methodology to the process of managing taxable and tax-exempt accounts while applying the best thinking of the firm to every investment decision.

Enterprise Risk Manager (ERM) helps you identify, store and share risk data in a consistent and methodological manner across the organization. Automate the process of capturing inherent, residual and target risk evaluations, as well as other relevant assessment data. Establish KPIs to provide an early warning of potential changes to risk exposure.

SoftPak Risk Analytics (SRA) offers a suite of flexible, multi-asset class analytic tools to provide you with the information you need to make informed decisions. With input from leading academics, we can help you analyze risk across broad factors, let you know exactly where you stand.


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Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Open to forming a new partnership? Contact and we’ll help you facilitate integrations that will grow your business.


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It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.