softTarget provides advanced software solutions for the Wealth
Management industry. We provide a software platform that finds the
optimal buy/sell recommendations for each portfolio or portfolio group
in a Tax efficient manner. The powerful capability of our portfolio
overlay and optimization techniques enable efficient management of
highly-customized individual portfolios and a cost effective
implementation of investment strategies. Our iBalanceTM platform
increase global portfolio management efficiency by integrating the
compliance management and portfolio modeling/rebalancing functions
into a seamless order processing workflow stream.
