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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

Select Focus Area
Industries
Financial services
100%
Clients
Enterprise (>$1B)
50%
Midmarket ($10M - $1B)
50%
Certified in:
Custom Software Development

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

  • Integration and Collaboration Skills

    Clients praised SoftPak for their seamless integration with internal teams, effectively functioning as an extension of their workforce. Their collaborative approach fostered successful partnerships and project outcomes.

  • Value for Money

    Clients consistently cited SoftPak's services as providing good value for cost, with pricing that fit within their budgets. This factor was crucial in selecting them over competitors.

  • No Significant Areas for Improvement

    Most clients found no significant areas for improvement, with several expressing that SoftPak operated like an extension of their teams, indicating a high level of satisfaction with their services.

  • Strong Project Management

    SoftPak Financial Systems, Inc consistently delivered projects on time and maintained clear communication. They were responsive to client needs, providing regular updates and addressing issues promptly, ensuring smooth project execution.

  • Client-Centric Approach

    SoftPak Financial Systems, Inc was commended for their client-centric approach, adapting solutions to meet unique client needs and providing personalized training to ensure smooth transitions.

  • Documentation Delays Noted

    One client mentioned delays due to thorough documentation requirements, which sometimes slowed project progress. This is an area where SoftPak could streamline processes to enhance efficiency.

SoftPak Financial Systems, Inc Reviews

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Financial Advising & Planning for Hospitality Mgmt Company

  • Financial Advising & Planning
  • Wealth & Asset Management
  • 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
  • Wealth & Asset Management
  • 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.

Verified means Clutch independently confirmed SoftPak Financial Systems, Inc is a legally registered business,
has had its financial risk status checked (Creditsafe: Moderate Risk), and is backed by 5 verified client reviews averaging 5.0 stars.

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

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