|Industry||Portfolio management software|
|Key people|| Claude Laurendeau (President and CEO) |
Real Alix (CFO)
|Related Certifications||Certificate in Portfolio Management Technology Industry Overview|
Soft Target is a Montreal, Canada based portfolio management company that develops advanced portfolio management software solutions for the wealth management industry. Soft Target's iBalance solution finds the buy/sell recommendations for each portfolio in a tax efficient manner.
Soft Target also provides services for individual and institutional investors in portfolio management, workflow, compliance, scenario building and trading to the clients. Along with portfolio management, the company provides a full compliance module to control and secure the data. iBalance creates what-if-scenarios highlighting all the non-compliant portfolios to ensure maximum control over the portfolios.
Soft Target client list includes some of the top Canadian investment firms and growing companies.
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