Founded in January 2000, with its main office in Montréal (Quebec), softTarget Inc. provides advanced portfolio management software solutions for the Wealth Management industry. The powerful portfolio overlay capability of its iBalanceTM platform enables efficient implementation of investment strategies, while considering each personalized portfolio’s characteristic. Its optimizer finds the best buy/sell recommendations for each portfolio or portfolio group in a tax efficient manner.
The core software design principles guiding us are perfection and intelligent systems.
We believe that the best systems are built by expert engineering teams, working closely with investment experts from the industry and among our clients.
SoftTarget’s iterative, test-oriented methodology, allows us to deliver frequent improvements focused on our clients’ needs.
Our client list includes some of the current top Canadian investment firms, as well as fast-growing future leaders.
Our values are Excellence, Innovation, Integrity and Continuity.