Desjardins selects softTarget's iBalance portfolio management solution

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29 August 2014
Montreal, Canada

softTarget Inc. is announcing that Desjardins Group has selected the iBalanceTM  portfolio management platform in order to improve its process efficiency and position itself to support growth.  

According to Desjardins, implementing an effective operational platform is at the heart of selecting iBalanceTM. Indeed, the power of the iBalanceTM portfolio management platform will enable Desjardins to have access to the tools an organization needs to manage such a strong customer growth.

softTarget’s President Claude Laurendeau said: “softTarget is delighted to welcome Mouvement Desjardins among our growing list of iBalanceTMclients. Wealth management firms today need more and more sophisticated tools to satisfy increasing client requirements. softTarget understands very well the challenges inherent to the management of a large number of custom accounts, and is proposing a solution improving efficiency and control. iBalanceTM is the perfect tool for intelligent UMA and SMA accounts management”.


softTarget Inc. is a best-of-breed software solutions provider and is proposing one of the most advanced solutions on the market. Its iBalanceTM platform combines in-depth industry knowledge and modern technology to help its clients improving their portfolio management process.

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