softTarget Inc. is a best-of-breed front-office solution supplier for the Wealth Management industry. It’s iBalance portfolio management platform enables efficient management of thousands of custom portfolio in a cost effective way. Key Benefits:
• Process AUTOMATION
• High volume CUSTOM portfolio management
• REDUCED headcount
• FASTER investment strategies IMPLEMENTATION
• Integrated COMPLIANCE MANAGEMENT
• IMPROVED portfolio RETURN through Tax Optimization
• Improved CONTROL
• REDUCED number of errors
• Company POLICIES enforcement
• COSTS reduction
• PEACE OF MIND
The iBalance portfolio management platform integrates compliance rules, client specific IPS, company policies and investment strategies to rebalance portfolios and suggest the best custom portfolio transactions. Those transactions are always compliant. iBalance is a strategic and evolutive platform positioned to satisfy actual and future needs. It is the cornerstone supporting your growth, enabling greater synergy between Portfolio Managers, Research Analysts, Portfolio Engineers, Advisors, Risk/Compliance Officers and Trading Department. iBalance can integrate with your systems in place to complement them, preserving previous technology investments. Spend more time developing your business and less time performing tedious and error prone tasks.
softTarget was founded in 2000 by of group of experienced specialists in portfolio management, operational research and technology to create smart software for portfolio managers.
Since then, it has evolved with artificial intelligence to become an intuitive, leading edge, virtual assistant.
Today that software is known as iBalance. It continues to evolve as we incorporate new industry practices and investment management methodologies, as well as the feedback from our clients.
Our development team is located in Montreal, with additional sales and support in Western Canada.
Our client list comprises a broad range of firms including Canada’s top investment managers, banks and government entities.
Leader in Portfolio Rebalancing and Investment Compliance
Smart and user-friendly software that manages the complexity
of maintaining compliant, tailored and tax-efficient portfolios,
increasing productivity by over 80%.
Lead your firm to the next level
Support tailored portfolios for clients and households, while always respecting constraints, without additional workload.
Models and models-of-models are logically and consitently implemented across all portfolios and households.
All approved and outstanding trades are immediately and clearly reflected in portfolios, eliminating errors.
President and CEO
Claude is a physicist by training. He is a passionate entrepreneur and a designer of innovative software applications. His journey began in research centers, combining science and computing. Thrilled by the emerging software industry, he leads the creation of multiple commercial applications. That eventually led him to the world of finance as VP IT in a major investment firm. In 2000, Claude cofounded SoftTarget .
Real Alix has over 25 years of experience in information technology . Prior to joining softTarget, he held several business development positions and worked as system developer for various consulting service firms and financial institutions.
Director of Reseach
Expert in mathematical programming, modelling and optimization, Louis has developed over the last 30 years, sophisticated support systems for decision in the field of energy distribution, production planning, transportation and financial services. His extensive academic training and vast experience make him one of the leading experts in operational research in Quebec.
David is an expert in analysis, design and development of technical solutions. He has been working in IT since obtaining a B.Sc. in Computer Science at the Université de Montréal. He is a senior programmer analyst, a tech guru and has been developing web-based software using a variety of technologies, N-tier architecture and high-performance servers with multiple platforms.
Senior advisor business initiative (CFA)
Ovidiu Schiopu is a seasoned professional with a technical background and over 25 years of experience in portfolio management, finance and operations.
Coach and modeling specialist (CFA)
Pierre has more than 20 years of experience in quantitative modeling, simulation and risk, either using or creating his own software tools. He taught, managed and supported large institutional firms in the Montreal area.
Narcisse is passionate about and expert in software development and quantitative analysis. Prior to joining softtarget, Narcisse lectured at École Polytechnique de Montréal and acted as scientific advisor.
Ergonomist and UI expert
Thierry Faix is a senior programmer specialized in the integration and development on web-based applications. Since 1999, he applies his expertise in the banking and financial community and is part of the SoftTarget team since 2004.
Entrepreneur and woman of action,
Sonya cumulates over 28 years of experiences in organizational growth management and efficiency as well as human potential development. Her professional background, acquired in strategic positions in large organizations, allows her to offer personalized assistance, through coaching and consulting, towards the ideal business goal.
Éric has more than 15 years of experience in the financial and banking industry. He has extensive experience in asset management, research and financial analysis. Furthermore, he assisted in the development of a trading platform for a large institutional firm. Éric also occasionally lectures and teaches finance at the university level.
4,292 total views, 13 views today