softTarget Inc. Information

softTarget Inc. is a best-of-breed front-office solution supplier for the Wealth Management industry. It's iBalance portfolio management platform enables efficient management of thousands of custom portfolio in a cost effective way. Key Benefits: • Process AUTOMATION • High volume CUSTOM portfolio management • REDUCED headcount • FASTER investment strategies IMPLEMENTATION • Integrated COMPLIANCE MANAGEMENT • IMPROVED portfolio RETURN through Tax Optimization • Improved CONTROL • REDUCED number of errors • Company POLICIES enforcement • COSTS reduction • PEACE OF MIND The iBalance portfolio management platform integrates compliance rules, client specific IPS, company policies and investment strategies to rebalance portfolios and suggest the best custom portfolio transactions. Those transactions are always compliant. iBalance is a strategic and evolutive platform positioned to satisfy actual and future needs. It is the cornerstone supporting your growth, enabling greater synergy between Portfolio Managers, Research Analysts, Portfolio Engineers, Advisors, Risk/Compliance Officers and Trading Department. iBalance can integrate with your systems in place to complement them, preserving previous technology investments. Spend more time developing your business and less time performing tedious and error prone tasks.