This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

SoftPak Financial Systems, Inc

Profile

As a pioneer in the Fintech software development space, SoftPak Financial Systems sets the gold standard for portfolio management, rebalancing, and ERM software. Known for our award-winning tax-efficient rebalancing and the brainchild of Financial Technology's Top 50 Fintech Leaders, Naaz Scheik, SoftPak's CEO and founder. We believe in helping advisors make informed decisions when it comes to their financial assets. Founded in 1994 and running for 30+ years, we bring a wealth of knowledge to the quantitative portfolio management sphere.