softTarget
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 o
Portfolio Management, Portfolio Rebalancing, Portfolio Overlay, Compliance Management, Modeling, Rebalancing, Overlay, Portfolio Optimization, Unified Managed Accounts, UMA, UMH, Custom Portfolio, Trade generation, Workflow Management
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