---
description: Learn more about UREBAL Hub price, benefits, and disadvantages for businesses in South Africa. Read reviews from verified users and discover similar tools.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: UREBAL Hub Price, Reviews & Features - Capterra South Africa 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [UREBAL Hub](/software/1078377/UREBAL-Hub)

# UREBAL Hub

Canonical: https://www.capterra.co.za/software/1078377/UREBAL-Hub

> Portfolio management and rebalancing platform for RIAs with connectivity to all major custodians with CRM, billing, analytics and more.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## About the vendor

- **Company**: SoftPak Financial Systems
- **Location**: Wayland, US

## Commercial Context

- **Target Audience**: 2–10, 11–50, 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Client Portal
- Investments Tracking
- Performance Metrics
- Portfolio Management

## Category

- [Investment Management Software](https://www.capterra.co.za/directory/20010/investment-management/software)

## Alternatives

1. [Backstop](https://www.capterra.co.za/software/169054/backstop) — 4.3/5 (46 reviews)
2. [Morningstar Direct](https://www.capterra.co.za/software/1074481/Morningstar-Direct) — 4.1/5 (251 reviews)
3. [Agicap](https://www.capterra.co.za/software/196637/agicap) — 4.3/5 (161 reviews)
4. [Mint](https://www.capterra.co.za/software/213530/mint) — 4.5/5 (140 reviews)
5. [Creatio CRM](https://www.capterra.co.za/software/130149/bpm-online-crm) — 4.7/5 (133 reviews)

## Links

- [View on Capterra](https://www.capterra.co.za/software/1078377/UREBAL-Hub)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10031788/UREBAL-Hub/> |
| en-AE | <https://www.capterra.ae/software/1078377/UREBAL-Hub> |
| en-AU | <https://www.capterra.com.au/software/1078377/UREBAL-Hub> |
| en-CA | <https://www.capterra.ca/software/1078377/UREBAL-Hub> |
| en-GB | <https://www.capterra.co.uk/software/1078377/UREBAL-Hub> |
| en-IE | <https://www.capterra.ie/software/1078377/UREBAL-Hub> |
| en-IL | <https://www.capterra.co.il/software/1078377/UREBAL-Hub> |
| en-IN | <https://www.capterra.in/software/1078377/UREBAL-Hub> |
| en-NZ | <https://www.capterra.co.nz/software/1078377/UREBAL-Hub> |
| en-SG | <https://www.capterra.com.sg/software/1078377/UREBAL-Hub> |
| en-ZA | <https://www.capterra.co.za/software/1078377/UREBAL-Hub> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Capterra South Africa helps find the best business software. With software reviews, ratings, infographics and a comprehensive list of business software.","email":"info@capterra.co.za","url":"https://www.capterra.co.za/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@id":"https://www.capterra.co.za/#organization","@type":"Organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/user/CapterraTV"]},{"name":"UREBAL Hub","description":"UREBAL Hub is a portfolio management software that combines rebalancing capabilities, performance analytics, and trading functionality in a unified platform. The system features tax-aware rebalancing with built-in trade rationale, performance analytics for viewing data across time periods and asset classes, and integrated trading with custodian integration. UREBAL Hub includes a client portal, document storage for compliance management, automated billing solutions, and proposal generation tools. The platform streamlines operations by eliminating data silos and consolidating portfolio management, trade execution, billing, and reporting functions. The software allows customization of workflows, rebalancing strategies, and reporting frameworks while automating routine tasks from trade execution to billing. UREBAL Hub integrates with existing systems to maintain data integrity and reduce operational risk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/a8b91846-554a-4b95-b847-627b98f596e3.png","url":"https://www.capterra.co.za/software/1078377/UREBAL-Hub","@id":"https://www.capterra.co.za/software/1078377/UREBAL-Hub#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.capterra.co.za/#organization"},"applicationCategory":"BusinessApplication","operatingSystem":"Cloud"},{"@id":"https://www.capterra.co.za/software/1078377/UREBAL-Hub#faqs","@type":"FAQPage","mainEntity":[{"name":"What Is UREBAL Hub?","@type":"Question","acceptedAnswer":{"text":"UREBAL Hub is a portfolio management software that combines rebalancing capabilities, performance analytics, and trading functionality in a unified platform. The system features tax-aware rebalancing with built-in trade rationale, performance analytics for viewing data across time periods and asset classes, and integrated trading with custodian integration. UREBAL Hub includes a client portal, document storage for compliance management, automated billing solutions, and proposal generation tools. The platform streamlines operations by eliminating data silos and consolidating portfolio management, trade execution, billing, and reporting functions. The software allows customization of workflows, rebalancing strategies, and reporting frameworks while automating routine tasks from trade execution to billing. UREBAL Hub integrates with existing systems to maintain data integrity and reduce operational risk.","@type":"Answer"}}]},{"@id":"https://www.capterra.co.za/software/1078377/UREBAL-Hub#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Investment Management Software","position":2,"item":"/directory/20010/investment-management/software","@type":"ListItem"},{"name":"UREBAL Hub","position":3,"item":"/software/1078377/UREBAL-Hub","@type":"ListItem"}]}]}
</script>
