Capital Markets & Investment › Investment Management › Rebalancing
SoftPak UREBAL
Quantitative tax-aware rebalancing and optimization platform for managed accounts.
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Overview
SoftPak's UREBAL provides quantitative, tax-aware rebalancing and optimization for managed accounts. It applies optimization techniques to rebalance portfolios while accounting for tax considerations.
The platform is aimed at managers running managed-account programs that need tax-aware, optimization-driven rebalancing at scale.
Key Features
- + Quantitative portfolio rebalancing
- + Tax-aware optimization
- + Managed-accounts support
- + Portfolio optimization engine
- + Trade list generation
- + Rebalancing at scale
Integrations
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