SoftPak

SoftPak’s UREBAL platform automates portfolio rebalancing using rules-based logic and optimization techniques. It generates trades to keep portfolios aligned with target allocations while accounting for turnover, cash flows, and tax considerations. Advisors can rebalance large numbers of accounts efficiently without heavy manual effort.

The platform maximizes risk-adjusted returns with advanced optimization tools, specifically tailored for sophisticated multi-asset class portfolios. The highly trained team leverages quantitative models to balance competing objectives, including tax sensitivity, transaction costs, and asset diversification. By providing deeper analytical insights into asset correlations, SoftPak empowers investment teams to construct robust, high-performance portfolios that remain resilient even during periods of significant market volatility.

This service delivers highly personalized and scalable managed account solutions featuring seamless model management and tax-aware trading strategies. SoftPak supports Unified Managed Household (UMH) structures, allowing advisors to apply tax-loss harvesting and wash-sale restrictions across multiple related accounts.

Through ScalAx, SoftPak delivers detailed risk analytics and reporting across portfolios. The system breaks down sources of risk and return, helping firms monitor exposures, meet compliance requirements, and communicate risk clearly to stakeholders. Reports are designed to support ongoing portfolio oversight rather than one-time analysis.