softTarget to optimize portfolio management of DundeeWealth's Retail Financial Advisory business

softTarget inc., a global front office solution provider for wealth managers announced the signature of an Agreement with DWM Securities Inc., for the deployment of its iBalanceTM portfolio management platform.
 
 
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Tags:
Portfolio Management
Software
Finance
Wealth

Industry:
• Software solutions

Location:
Montreal - Quebec - Canada

Aug. 23, 2011 - PRLog -- The solution provides state-of-the-art Portfolio Modeling capability, Optimized UMA/UMH Portfolio Rebalancing, Tax Optimization and integrated Compliance Workflow Management.

“The high degree of portfolio management flexibility, the intuitive rules that allow for efficient application of a single model across multiple accounts and the user friendly interface will support our retail portfolio managers in providing a more customized client experience while adding efficiencies to their businesses,” said Steve Sparrow, Vice President Products and Services of DundeeWealth.

“We are proud of being selected by such a forward thinking and client-centric firm like DundeeWealth to satisfy the growing need for flexible and efficient modeling in the wealth management business. This recognition motivates us to remain focused on delivering the most intelligent rebalancing system on the market in response to the demanding requirements, in particular for tax optimization and UMA/UMH accounts management,” said softTarget’s President Claude Laurendeau.

About DundeeWealth
DundeeWealth is a wholly owned subsidiary of Scotiabank and part of the Bank’s Global Wealth Management division. It provides investment solutions and advisory services to financial advisors, institutions, corporations and foundations, as well as innovative wealth management through independent financial advisors across Canada.

About softTarget
softTarget inc. is a provider of best-of-breed software for the investment management industry. Its iBalanceTM advanced portfolio management solution enables portfolio managers, investment advisors, compliance officers and other key players to work together efficiently, allowing for cost effective customized portfolio management.


For more information about softTarget and the iBalanceTM platform please contact:
Real Alix, Vice-president
Tel.: 514-340-1414 ext. 206
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