What is Urebal by SoftPak?
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.
Categories & Use Cases
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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.
