List of SoftPak Managed Account Rebalancer Customers
San Diego, 92108, CA,
United States
Since 2010, our global team of researchers has been studying SoftPak Managed Account Rebalancer customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased SoftPak Managed Account Rebalancer for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using SoftPak Managed Account Rebalancer for Portfolio and Investment Management include: Parti Pris Investment Partners, a United States based Banking and Financial Services organisation with 10 employees and revenues of $3.0 million, Assetbook, a United States based Professional Services organisation with 16 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using SoftPak Managed Account Rebalancer, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Assetbook | Professional Services | 16 | $2M | United States | SoftPak | SoftPak Managed Account Rebalancer | Portfolio and Investment Management | 2022 | n/a |
In 2022, Assetbook integrated the SoftPak Managed Account Rebalancer as a capability within its Portfolio and Investment Management workflows. The SoftPak Managed Account Rebalancer integration was implemented to expose SoftPak's UREBAL rebalancer engine directly to AssetBook Pulse customers, enabling tax aware rebalancing as part of routine portfolio maintenance and reporting.
The implementation centers on rebalancing and household level portfolio optimization, with configuration focused on running tax aware, household level rebalances from within AssetBook Pulse. Functional capabilities implemented include invoking the UREBAL engine for portfolio level optimization, surfacing rebalance recommendations in Pulse reporting, and supporting advisor directed rebalance runs tied to household constructs used by advisors.
Integration architecture is centered on a native connection between AssetBook Pulse and SoftPak's UREBAL rebalancer, embedding the rebalancer into portfolio management and reporting workflows. Operational scope is the US market and the rollout targets advisors using Pulse, with the integration enabling advisors to initiate and review household level and tax efficient rebalances without leaving the AssetBook reporting environment.
Governance and workflow changes focus on advisor controlled rebalance execution and incorporation of rebalancer outputs into existing reporting and client review processes. The integration explicitly links SoftPak Managed Account Rebalancer to Assetbook Portfolio and Investment Management activities, enabling advisor workflows for tax aware household rebalancing within Pulse.
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Parti Pris Investment Partners | Banking and Financial Services | 10 | $3M | United States | SoftPak | SoftPak Managed Account Rebalancer | Portfolio and Investment Management | 2020 | n/a |
In 2020, Parti Pris Investment Partners implemented SoftPak Managed Account Rebalancer as a core portfolio tooling component in a US-based engagement. SoftPak previously developed the Advisor SketchBook portal in 2020 and later entered a strategic partnership with Parti Pris to deliver the Advisor WealthDesign SaaS platform beginning in 2023, which contextualizes the managed-account deployment within a broader advisor tooling roadmap.
The implementation of SoftPak Managed Account Rebalancer uses managed-account rebalancing capabilities aligned to the Portfolio and Investment Management category, with inferred module usage of UREBAL and MARS for automated model-driven rebalancing. Functional coverage emphasized portfolio construction workflows, tax-aware rebalancing, and direct-indexing orchestration, and the narrative explicitly links Parti Pris Investment Partners to SoftPak Managed Account Rebalancer for advisor-facing portfolio and investment management functions.
Operationally the deployment targeted registered investment advisor workflows in the United States, integrating the rebalancer into advisor portal touchpoints such as Advisor SketchBook and the Advisor WealthDesign SaaS platform. Governance centered on platform-led portfolio operations and model governance to support scalable personalized portfolios for RIAs, with implementation emphasis on consistent model application, tax-aware trade generation, and orchestration of direct-indexing workflows under the Portfolio and Investment Management application footprint.
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