SoftPak
Financial Software · Massachusetts, United States · 51-200 Employees
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Overview
Headquarters
333 Boston Post Rd, Sudbury, Massachuset...Phone Number
(781) 235-3500Website
www.softpak.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
About SoftPak
SoftPak specializes in advanced fintech software solutions for investment firms and wealth managers, focusing on portfolio management, risk analysis, and automation. Their product suite includes tools like the Universal Rebalancer, Managed Accounts Rebalancing System, and Enterprise Risk Management, designed to enhance operational efficiency and client satisfaction. Since its inception in 1994, SoftPak has partnered with clients to deliver innovative, cost-effective solutions that modernize financial systems. The company aims to empower financial institutions with scalable technology that optimizes both taxable and tax-exempt account management.Explore more
SoftPak Org Chart
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SoftPak is experiencing very low activity levels compared to other companies in the Software sector.
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SoftPak financials insights
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2020
Debt
$150K
SoftPak Tech Stack
A closer look at the technologies used by SoftPak
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Most Recent Scoops
Event
Product Marketing, Events, Training, Sales, Financial Systems, Software, Field /Outside Sales, Artificial Intelligence, Field Marketing, Finance, Financial Operations, Operations
Event
Product Marketing, Events, Training, Sales, Financial Systems, Software, Field /Outside Sales, Artificial Intelligence, Field Marketing, Finance, Financial Operations, Operations
Award
Award, Finance
Event
Events, Financial Planning, Capacity Planning, Facilities Management, Business Finance, Corporate Strategy, Finance, Financial Strategy
Person-Based
SoftPak News & Media
Making Waves at Fintech Surge 2024, SoftPak Establishes its Presence in the GCC With Surprising Announcements
SoftPak debuts in GCC at Fintech Surge 2024, showcasing UREBAL and fintech solutions, drawing interest from regional finance leaders for scalable innovation. BOSTON, MA, UNITED STATES, November 7, 2024 /EINPresswire.com/ -- Dubai– October 16, 2024 – …Full-Service FinTech Solutions and UREBAL among others at FinTech Surge 2024
SoftPak will showcase UREBAL at FinTech Surge 2024 in Dubai, highlighting its expansion into the Middle East and award-winning portfolio rebalancing solutions. BOSTON, MA, UNITED STATES, September 16, 2024 /EINPresswire.com/ -- SoftPak, the leading …
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Frequently Asked Questions Regarding SoftPak
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SoftPak specializes in advanced fintech software solutions for investment firms and wealth managers, focusing on portfolio management, risk analysis, and automation. Their product suite includes tools like the Universal Rebalancer, Managed Accounts Rebalancing System, and Enterprise Risk Management, designed to enhance operational efficiency and cl... Read More
