G2 Vendor Directory

Universal Rebalancer vs. Altvia

A side-by-side comparison based on G2 review data.

MetricUniversal Rebalancer

by SoftPak Financial Systems

Altvia

by ALTVIA SOLUTIONS, LLC

Overall rating4.64.5
Review count1415
Ease of use8.68.7
Ease of setup8.18.6
Quality of support8.09.5
Meets requirements7.99.0
NPS85.71428660
Small Business92.9%73.3%
Mid-Market7.1%13.3%
Enterprise0.0%13.3%
Total page views452249
Total LLM citations272,333

Universal Rebalancer

SoftPak is always dedicated to empowering financial professionals through intuitive and efficient software solutions. UREBAL (Universal Rebalancer), SoftPak’s flagship rebalancing software, is designed to strike a perfect balance between simplicity and precision. UREBAL bridges the gap between rule-based rebalancing systems, which are user-friendly but limited, and risk-based optimizers, which offer precision but can be complex.

Pros

    Altvia

    Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle. Our powerful platform serves private equity, venture capital, fund of funds, and other alternative asset managers so they can grow faster, work smarter, and stay ahead. Altvia removes the friction that slows teams down. We streamline workflows across sales, marketing, compliance, fundraising, and investor relations—connecting siloed data and automating key processes so firms can focus on building relationships and closing deals. Discover more at altvia.com.

    Pros

    • Customer Support
    • Client Engagement
    • Ease of Use
    • Customer Management
    • Organization Efficiency
    • Comprehensive Data