softTarget Inc. provides advanced portfolio management software solutions to the Wealth Management industry, integrating compliance management, portfolio modeling and optimized portfolio rebalancing. The powerful portfolio overlay capability of its iBalanceTM platform enables efficient management of highly customized portfolios and a fast yet accurate implementation of your investment strategy. It enables a quick identification of the best buy/sell recommendations for each portfolio or family (group of portfolios) in a Tax efficient manner.
softTarget Inc. is a best-of-breed front-office solution supplier for the Wealth Management industry.
It's iBalance portfolio management platform improves Portfolio Management Efficiency. Key Benefits: • Manage MORE portfolios with LESS effort • FREES UP your Manager’s precious time • Efficient CUSTOM portfolio management • REDUCED number of errors • Implements your investment strategy FASTER • Tight COMPLIANCE MANAGEMENT • Improved portfolio RETURN through TAX OPTIMIZATION • REDUCED COSTS, and • PEACE OF MIND The iBalance portfolio management platform integrates compliance management, portfolio modeling and optimized portfolio rebalancing to improve the whole portfolio management process. It is a strategic and evolutive platform able to satisfy your actual and future needs. It manages most common financial instruments and handles multiple investment targets simultaneously. The result is greater synergy between Portfolio Managers, Research Analysts, Portfolio Engineers, Advisors, Risk/Compliance Officers and Trading Department. iBalance enables the cost-effective management of highly customized portfolio and provides growth capability.
iBalance can be integrated with your systems in place, preserving previous technology investments. Spend more time developing your business and less time performing tedious tasks.