Founded in 1994, SoftPak Financial Systems is a global full-service fintech software development company, a leading provider of advanced portfolio management and rebalancing solutions for the investment management industry.

For over 30 years, SoftPak has delivered innovative, highly scalable quantitative financial software that powers portfolio operations for some of the world’s largest financial institutions. Its flagship offerings UREBAL and UREBAL Hub enable registered investment advisors (RIAs), turnkey asset management platforms (TAMPs), and institutional investment firms to streamline operations, improve tax efficiency, ensure regulatory compliance, and accelerate growth through automation and transparency.