Buyer Fit
Target firm types
- Wealth Management Firms
- Asset managers
Target firm size
- Enterprise
- Mid-Size
Product Description
Product Positioning
Portfolio management and tax-optimization software for investment firms managing separately managed accounts.
Description
SoftPak Financial Systems provides portfolio management, rebalancing, and tax-optimization software for investment firms and wealth managers, supporting separately managed accounts, risk analysis, and trading automation.
Integrations
SoftPak Financial Systems has 4 integrations in our directory
Search below to find what you're looking for
- blueleaf Level 4
- Bridge Financial Level 3
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic Penetration Testing (aka PEN tests), ISO 27001 certification, Other
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth, HTTPS, ID/PW
Data refreshed live via API
Yes
Developer portal exists
No
Developer sandbox URL
Yes
