Products

As there is a need in the marketplace for operational efficiencies that enable the manager to meet the demands of the high net worth client profitably.


Solutions

SoftPak’s extensive experience in working with asset management firms has led to the development of a series of customizable solutions.


Services

At SoftPak, we have established teams of professionals with in-depth knowledge of business, industry and emerging technologies.


SoftPak Strengths

MARS

MARS provides a complete “production” infrastructure for the private banking market by automating key parts of the overall management process. MARS ties…

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Managed Accounts

As the asset base of the managed account industry continues its rapid growth, due in part to tax efficiencies, the daily monitoring and portfolio rebalancing…

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Our Process

At SoftPak, we have established teams of professionals with in-depth knowledge of business, industry and emerging technologies. Through innovative and…

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MARS ERM

SoftPak has built the MARS ERM system in partnership with Northfield. MARS ERM is available as a Windows desktop or Web application…

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Factset Vision

SoftPak was founded on the belief that it could add significant value to the Vision community by developing analytical and data maintenance tools around this…

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Outsourcing

Outsourcing projects offshore is more than simply reducing costs; it’s a framework to continuously improve processes related to your business…

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ABOUT US

Formally established in 1994, SoftPak Financial Systems

is a software firm specializing in the development of analytical tools, web-enabled solutions and database applications for the asset management industry.



More About Us

150 +

GEEKS

13 +

CLIENTS

300 +

PROJECTS

1994

FOUNDED

Our Partners

At SoftPak, we are committed to becoming the premier provider of automated and integrated software solutions and services for the asset management industry. In order to realize this vision, we have strategically partnered with organizations that can provide maximum value for our clients.