softTarget Inc. announced that Optimum Asset Management Inc. has selected its iBalanceTM portfolio management solution suite to improve its portfolio management process and gear up for growth. Household accounts management was particularly important for them.
“The iBalanceTM portfolio management platform is very powerfull, it will provide us with the tools we need to efficiently manage our increasing number of clients, particularly our private wealth management clientele. It will also ease the implementation of an investment strategy change. We have chosen iBalanceTM for operational efficiency reasons. It will help our organization to reach higher standards in terms of personalized portfolio management, particularly taking into account specific customer restrictions.“, said Patrick Lamontagne, Executive Vice-President, Optimum Asset Management.