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Visionary Leaders in Fintech

SoftPak Financial Systems delivers quantitative wealth management solutions that empower global investment firms and financial institutions.

SoftPak's financial technology works as the foundation for institutions that excel in portfolio analytics, rule-based rebalancing, and risk-based portfolio optimization.

With over 30 years of industry expertise, SoftPak provide scalable, modular, and reliable financial technology, purposefully built for long-term partnerships.

SoftPak is ISO 9001 and ISO 27001 certified, ensuring strong quality and information security standards.

  • Min project size
    $75,000+
  • Hourly rate
    $25 - $49 / hr
  • Employees
    50 - 249
  • Locations
    Wayland, MA
  • Year founded
    Founded 1994
  • Languages
  • Timezones

4 Languages that we service

  • English
  • Arabic
  • Hindi
  • Spanish

1 Timezone that we service

EST
Eastern Standard Time (EST)

1 Locations

  • Wayland , MA

No have been added yet...

    Pricing Snapshot

    Min. project size $75,000+
    Avg. hourly rate $25 - $49 /hr
    Rating for cost 5 /5

    What Clients Have Said

    SoftPak Financial Systems, Inc offers competitive pricing that aligns with client budgets, providing good value for cost. Clients reported paying less than initially agreed due to incomplete projects, yet satisfaction varied based on project management and communication effectiveness.

    This summary is based on verified Clutch reviews.

    Most Common Project Size

    $10,000 - $49,999 based on 1 review
    < $10,000 $10,000 - $49,999 $50,000 - $199,999 > $200,000

    Select a service to see pricing information

    SoftPak Financial Systems, Inc Review Insights

    Overall Review Rating

    5.0
    • Quality 5.0
    • Schedule 5.0
    • Cost 5.0
    • Willing to Refer 5.0

    Top Mentions

    Review Highlights

    • Alignment with Client Values

      Several clients chose SoftPak for their alignment with company values and cost-effectiveness, indicating a strong cultural fit and value proposition for budget-conscious organizations.

    • Attention to Detail

      Clients appreciated SoftPak's attention to detail and customization of solutions, emphasizing their commitment to understanding and addressing specific client needs effectively.

    • Strong Expertise in Financial Solutions

      SoftPak Financial Systems, Inc is praised for their ability to deliver customized financial management systems that enhance strategic decision-making and improve financial planning accuracy and efficiency.

    • Challenges with Project Management

      Some clients reported issues with SoftPak Financial Systems, Inc's project management, citing delays, communication gaps, and a focus on payment over resolving project issues. These challenges were particularly noted in mobile app development projects.

    • Effective IT Staff Augmentation

      Clients valued SoftPak's IT staff augmentation services, which provided specialized expertise in areas like IoT architecture, AI, and data analytics, leading to improved operational efficiency and product development.

    • Positive Impact on Business Outcomes

      SoftPak Financial Systems, Inc has been credited with contributing to successful business outcomes, including increased bookings, improved brand reputation, and enhanced financial oversight for various clients.

    SoftPak Financial Systems, Inc Reviews

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    Financial Advising & Planning for Hospitality Mgmt Company

    • Financial Advising & Planning
    • Confidential
    • Feb. - Sep. 2024
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "When the unexpected cost changes came about, they responded within a matter of time, offering thoughtful alternatives."

    Dec 13, 2024
    Hotel Commercial Director, Queensway
    Nick Pilbeam
    Verified
    • Hospitality & leisure
    • United Kingdom
    • 201-500 Employees
    • Online Review
    • Verified

    SoftPak Financial Systems, Inc created a multi-year financial plan for a hospitality management firm's resort renovation and hotel acquisition projects. They also outlined ROI projections and financing options.

    IT Staff Augmentation for Financial Services Firm

    • IT Staff Augmentation
    • Confidential
    • Mar. - Oct. 2024
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "Their expertise in AI and data analytics and collaborative attitude made them feel like a part of our own team."

    Dec 9, 2024
    Executive Director, EML
    Mark Coyne
    Verified
    • Financial services
    • Brisbane, Australia
    • 501-1,000 Employees
    • Online Review
    • Verified

    A financial services firm tapped SoftPak Financial Systems, Inc to provide resources to scale their development team. These resources specialized in AI and data analytics and assisted with various projects.

    IT Staff Augmentation Services for Telecommunications Co

    • API Development Custom Software Development IT Staff Augmentation
    • $10,000 to $49,999
    • May - Aug. 2024
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "Their communication was clear, and they maintained an open line of dialogue with our team."

    Oct 4, 2024
    COO, Greenwave Systems Inc
    Troy Pliska
    Verified
    • Telecommunications
    • Irvine, California
    • 11-50 Employees
    • Online Review
    • Verified

    SoftPak Financial Systems, Inc provided IT staff augmentation services for a telecommunications company. The team was responsible for developing IoT architecture and smart service integrations.

    Financial System Dev & Design for Networking Solutions Co

    • Custom Software Development UX/UI Design
    • Confidential
    • Jan. - Sep. 2024
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "What stood out most to us was SoftPak Financial Systems, Inc's attention to detail."

    Oct 2, 2024
    CEO, Infinera
    David Heard
    Verified
    • Telecommunications
    • San Jose, California
    • 1,001-5,000 Employees
    • Online Review
    • Verified

    SoftPak Financial Systems, Inc developed a custom financial management system for a networking solutions company. The team designed the UI and integrated forecasting algorithms and reporting capabilities.

    Financial Advising & Planning for Hotel Chain

    • Financial Advising & Planning
    • Confidential
    • Apr. - Nov. 2024
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "Their ability to navigate the international tax laws while offering practical, actionable advice was remarkable."

    Dec 4, 2024
    President & CEO, Best Western Hotels
    Larry Cuculic
    • Hospitality & leisure
    • Johnson, New York
    • 501-1,000 Employees
    • Online Review

    SoftPak Financial Systems, Inc. assessed a hotel chain's financial and property holdings. The team analyzed international tax treaties, created compliance roadmaps, and implemented a tax planning strategy.

    Financial Advising & Planning for Yacht Manufacturer

    • Financial Advising & Planning
    • Confidential
    • Apr. - Nov. 2024
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "Every recommendation they made always met our specific needs."

    Nov 17, 2024
    Director, Princess Yachts International
    Paul Lewis
    • Hospitality & leisure
    • Plymouth, England
    • 1,001-5,000 Employees
    • Online Review

    SoftPak Financial Systems, Inc has provided a yacht manufacturer with budgeting and expense-tracking services. The team has also helped the client reduce energy costs and optimize staffing.

    IT Staff Augmentation Services for Insurance Company

    • IT Staff Augmentation
    • Confidential
    • Jan. - Sep. 2024
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "The level of experience SoftPak brought to the table was what caught our attention."

    Oct 1, 2024
    CTO & Co-Founder, Next Insurance
    Nissim Tapiro
    • Insurance
    • Palo Alto, California
    • 501-1,000 Employees
    • Online Review

    SoftPak Financial Systems, Inc provided cybersecurity and data protection specialists to an insurance company. They also tested the client's app under high-traffic scenarios and ensured compliance.

    Showing 1-8 of 8 Reviews

    Our Story

    Since 1994 SoftPak has grown from a fintech pioneer into a global team of 100+ specialists delivering quantitative investment software. Our mission is to speed and sharpen financial decisioning through rule‑based rebalancing, risk analytics and scalable portfolio solutions. We serve startups to Fortune 500s, manage software that handles $700B+ AUM annually, boast long client renewals, multiple product launches and deep domain expertise.

    Clutch verification provides an additional layer of data to help you make the right purchasing decision of business services.

    Learn More
    Verified Client Reviews
    5
    Overall Review Rating
    5
    Source
    Clutch
    Last Updated
    December 19, 2024

    Business Entity

    Business Entity Name SoftPak Financial Systems, Inc.
    Source Massachusetts Secretary of State
    Jurisdiction of Formation Delaware
    Date of Formation April 16, 2008
    Status Active
    Last Updated January 9, 2025
    ID 262406095

    Credit Report Results

    International Credit Risk Assessment Moderate Risk
    Source Creditsafe
    Last Updated January 9, 2025
    Learn More About The Clutch Verification Process

    Locations (1)

    35 Main Street WaylandMA, United States 01778

    16 - 20

    Contact SoftPak Financial Systems, Inc

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