Urebal by SoftPak

Overview
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Urebal by SoftPak
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Urebal by SoftPak, is a Universal Rebalancer, with an investment modeling and rebalancing tool designed to close the gap between the ease of use associated with rule-driven rebalancing systems and investment risk-based, multi-factor optimizers, offering advisors a truly workable middle ground. Key Features Modeling: Create, edit, and maintain security-based or attribute-based models with up…N/A
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Urebal by SoftPak
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Urebal by SoftPak
Free Trial
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Free/Freemium Version
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Premium Consulting/Integration Services
No
Entry-level Setup FeeNo setup fee
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Urebal by SoftPak
ScreenShots

Urebal by SoftPak Screenshots

Screenshot of the Urebal dashboard. Whether a company manages institutional assets, individual wealth, or a combination of the two, the cloud-based solution  optimizes portfolio management, order creation, and trading workflows.