UREBAL

Since 1994, Softpak has been developing innovative products for the financial industry, and our software has been powering some of the biggest investment firms in the world. Our approach has always started with listening - truly partnering with our clients to identify the need and designing efficient, cost-effective solutions. Headquartered in Sudbury, Massachusetts, SoftPak has offices worldwide... UREBAL offers a great middle ground between rule-based and risk-based optimizers in rebalancing software. Providing tax efficiency and asset allocation features, but with simpler, model-focused rebalancing, making it a powerful tool for managing financial risks... UREBAL provides location preferences for households allowing for users to focus trades on the account type they prefer, security equivalence with advanced equivalence breakdown using selling strategies to balance trades between household accounts to focus on gain/loss or minimize tax consequences.

Also known as: SoftPak

Primary location: Wayland United States