We Build Platforms That Move Money

TD Ameritrade (now Schwab) is a broker-dealer offering an electronic trading platform for stocks, futures, funds, and other financial assets. Softlab360’s experience building proprietary trading systems was called upon to evaluate new software for trade management and execution, and to build an AI/ML platform leveraging 7 years of trade data.

The platform analyzes trading behavior patterns, predicts customer churn, and projects adoption of new financial products. The AI/ML engine was the key component — with a data anonymization and randomization layer ensuring compliance while enabling deep machine learning on sensitive brokerage data.

FalconX is the largest institutional crypto prime brokerage, providing deep liquidity, financing, and technology solutions to asset managers, hedge funds, banks, and financial institutions worldwide — processing over $2.5T+ in volume.

Softlab360 managed the complete design and deployment of an institutional-grade Portfolio Management System for crypto assets on AWS. The platform supports account opening, intraday trading, asset risk valuations, and performance reporting.

We custom-built the API layer and crypto pricing service, enabling daily gain/loss calculations, entire portfolio VaR, financial reporting, and historical performance tracking. Data feeds integrate with exchanges, trading systems, and custodians — providing a unified view of crypto portfolios for institutional investors.

SEI (NASDAQ: SEIC) delivers technology and investment solutions that connect the financial services industry. The SEI Wealth Platform is a modern, end-to-end solution supporting front-, middle-, and back-office services. As of Dec. 31, 2025, SEI manages, advises, or administers approximately $1.9 trillion in assets.

Softlab360 designed and built a predictive analytics-based preprocessor to auto-scale complex calculations of managed accounts to achieve maximum efficiency in completing intra-day account valuations, resulting in scaled bulk trade execution of securities across accounts followed by account allocations and reconciliation. The solution exceeded all of SEI’s processing requirements. We built both the prototype and production version, then integrated it into SEI’s operating environment for production use.

Albridge is a SaaS FinTech platform for portfolio attribution and reporting, serving major institutions including Citigroup and Charles Schwab. Following its acquisition by Pershing, a BNY Mellon company, Albridge engaged Softlab360 to integrate Pershing system into the Albridge product suite.

Softlab360 productized a previously service-based offering, building an end-to-end workflow from assets-under-management review and security-type evaluation to data transformation, portfolio holdings validation, and reporting. We placed particular focus on custodial feed validation, using predictive modeling techniques to automatically flag and correct erroneous data.

Katapult engaged Softlab360 in 2018 to assess platform capacity, system responsiveness, and readiness for growth. We identified opportunities to improve stability, modernize the architecture, and scale the platform for higher transaction volume.

Softlab360 designed and executed that modernization plan for Katapult’s ePayments segment on AWS. The work included cloud infrastructure right-sizing, operational measurement, and dashboarding to manage daily performance.

Our experience with payment gateways, system capacity modeling, and measurement tools helped Katapult handle major seasonal demand — including Black Friday, Cyber Monday, and the holiday period. Transaction volume doubled from 2018 to 2019.

BlueSnap is a global payments technology company that helps businesses accept and optimize payments across channels and markets. Softlab360 was engaged to support advanced architecture, systems integration, and platform expansion across eCommerce, ePayments, and lending.

Since 2015, we’ve helped expand BlueSnap’s platform ecosystem through payment gateway integrations, eCommerce vendor integrations, and custom implementation work. Softlab360 became BlueSnap’s first authorized integration and implementation partner.

Numerix is a leading platform for quantitative analytics and risk management, providing financial institutions with proprietary models through online APIs and libraries across multiple programming languages.

As an official solution partner, Softlab360 designs and implements full-scale digital systems built on Numerix technology. We orchestrate complex enterprise integrations, connecting Numerix’s cross-product software with the platforms that drive clients’ core financial infrastructure.

The Securities Industry and Financial Markets Association (SIFMA) is a leading U.S. trade group representing securities firms, banks, and asset managers. SIFMA has been a Softlab360 client since 1998 — our longest-running client relationship.

Softlab360 has built and maintained the “Stock Market Game,” SIFMA’s educational platform for virtual investing and real-world market learning. The system supports analysis, trade basket management, and trading functionality. We also partner with Broadridge for trade execution, giving students a realistic market experience backed by real-world infrastructure.

BlueVault is an independent research firm providing in-depth performance reporting and analysis on alternative investments — including nontraded REITs, BDCs, interval funds, Tender Offer Funds, Preferred Shares, and coming soon DSTs — serving wealth advisors and institutional investors.

Softlab360 built a platform for automated data ingestion, calculations, and sharing of investment analysis via Snowflake Shares and dashboard analytics— enabling BlueVault to scale their research delivery and provide transparent, data-driven insights to their clients.

InterGen Data offering a life-event probability platform that projects occurence of medical, relocation, beneft fitting, investment risk, insurance requirements events based on income vs expense calibration accounting for inflation by demographics and ZIP code. Softlab360 built the AI/ML engine at the core of the platform — designing the predictive models, data pipelines, and classification algorithms that power life-event predictions.

The platform helps RIA firms, insurance providers and insurance brokers, medical facilities operators, and credit-rating agencies predict maintenance costs and financial life events for their clients. We’ve since added critical illness predictions and hereditary disease modeling — expanding the platform from financial planning into health-correlated financial risk assessment.

Spring EQ is a home equity and mortgage lender. Softlab360 onboarded Senior AWS Engineers directly into the Spring EQ engineering organization as a long-term product development partnership.

Our team builds and maintains integrations with credit engines, title providers, and appraisal companies — the core third-party systems that power loan origination. The engagement is focused on scaling Spring EQ’s lending technology stack on AWS.

Genesis Computer Consultants has provided property tax data (assessments, exemptions, and related records) in the NY metropolitan area since 1984. Softlab360 has been modernizing their platform to a SaaS cloud architecture since 2016.

We reverse-engineered the legacy system to create a comprehensive blueprint, then rebuilt the platform to cover property descriptions, tax information, tax grievance histories, village tax rates, tax refund calculators, transitional assessment calculators, sales comparisons, and three-year assessment change reports.