WEALTH MANAGMENT
Softek offers market leading cutting-edge technology solutions tailored to meet the diverse needs of today's wealth management landscape. With innovation and efficiency at our core we proudly offer a suite of solutions designed to empower a wide spectrum of wealth management firms. Whether you are a large financial institution, private bank, boutique wealth management firm, or, any other player in the industry, our technology is crafted to elevate your operations, redefine efficiency, and ensure you have full control of your business.
FEE BILLING & COMPENSATION
Powerful automation for trades, billing, and commissions processing, streamlining data analysis across compliance, operations, and accounting.
CLIENT SEGREGATION
Optimizes collateral rehypothecation within client segregation workflows, maximising revenue opportunities, reducing funding costs whilst maintaining regulatory compliance.
COMPLIANCE & SUPERVISION TECHNOLGY
Use built-in WSP protocols to automate daily supervision, delivering consistent, comprehensive monitoring beyond manual methods. This streamlines operations, allowing teams to focus on what matters most.
RISK & MARGIN
Monitor and manage risk and margin across your business in real time with a comprehensive suite of strategy, stress, portfolio, and regulatory calculations—delivering full visibility and control across house and client exposures.
ADVISORY & OUTSOURCED COMPLIANCE SERVICES
With deep expertise in FINRA and SEC regulation, Softek supports clients with one-time projects and/or ongoing monthly compliance services enabling firms to reduce costs whilst increasing the quality of their firms operations.
WORKFLOW & OPERATIONS
Automate daily operational, compliance, and accounting tasks, integrating books and records with WSPs. The platform enhances efficiency, transparency, and monitoring - reducing costs, while ensuring data privacy and cybersecurity.
REGULATORY CAPITAL & REPORTING
Streamline regulatory reporting and reduce regulatory capital requirements through automating complex account structures, real-time data integration, and multi-asset offset optimization
ADVISOR TOOLS & ANALYTICS
Provide powerful insights and capabilities to advisors, helping them focus on the client activities that separate them from any other advisor.
