Optimum Asset Management selects softTarget's iBalance portfolio management solution

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19 June 2014
Montreal, Canada

softTarget Inc. announced that Optimum Asset Management Inc. has selected its iBalanceTM  portfolio management solution suite to improve its portfolio management process and gear up for growth. Household accounts management was particularly important for them.

The iBalanceTM portfolio management platform is very powerfull, it will provide us with the tools we need to efficiently manage our increasing number of clients, particularly our private wealth management clientele. It will also ease the implementation of an investment strategy change. We have chosen iBalanceTM for operational efficiency reasons. It will help our organization to reach higher standards in terms of personalized portfolio management, particularly taking into account specific customer restrictions.“, said Patrick Lamontagne, Executive Vice-President, Optimum Asset Management.


Founded in 1985, Optimum Asset Management is a Canadian investments management firm managing more than $6.5 billion of assets for an institutional clientele consisting mainly of pension funds, foundations, religious orders and insurance companies, as well as for a private clients consisting of individuals who want their personal or business assets managed by financial market specialists. As a fixed-income management leader, we offer strategies based on active management, index management and enhanced index management as well as value-added liability-driven investment strategies. Optimum Asset Management is a member company of the Optimum Group, a private Canadian financial group with international operations in life insurance, property and casualty insurance, life reinsurance, consulting and asset management.


softTarget Inc. is a best-of-breed software solutions provider improving investment management efficiency. Its iBalanceTM platform combines in-depth industry experience and modern technology, improving business processes drastically.

softTarget’s President Claude Laurendeau was pleased with the decision. “We are delighted to welcome Optimum Asset Management among our growing list of clients. Firms today require sophisticated tools to help them improve profitability and efficiency. As our clients’ requirement evolve, softTarget will continue to deliver innovative solutions and unparalleled client support.”.

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