Robust Unbranded
Managed Account Solutions
To Ensure
Maximum Profitability
portfolio optimization and tax-efficient managed account solutions, ensuring your company applies its best investment strategies consistently across all accounts.
Manage your Assets with Ease with Our Unbranded Wealth Management Technology
Automated Rebalancing
Seamlessly manage large-scale rebalancing with automated solutions installed directly on your site. Achieve efficiency and accuracy with every portfolio adjustment.
Model Management
Organize, maintain, and optimize models effortlessly with SoftPak's solution. Manage risk and strategy across diverse portfolios in a streamlined fashion.
Risk Reporting
Gain comprehensive insights with detailed risk analysis, providing granular coverage of all portfolio positions. Make informed decisions with accurate, real-time data.
Tax Optimization
Maximize tax efficiency by leveraging precise tax information for portfolio rebalancing. Minimize liabilities while optimizing returns in accordance with tax regulations.
Household Rebalancing
Implement household-level rebalancing to optimize the performance of multiple portfolios within a single family or entity. Tailor strategies for personalized investment goals.
Granular Forecasting
Northfield's bottom-up risk modeling delivers accurate, detailed forecasts for every instrument and position. Achieve precise risk management across all asset classes.
Driven by Excellence, with A Proven Track Record for Results- Experience Our Managed Account Solution
Trusted Partners
Our Managed Account Solutions partnered with Northfield Information Services, a pioneer in risk management and portfolio optimization solutions, allows us to enhance decision-making and achieve superior investment outcomes.
Results-Oriented
We’re driven to help our clients succeed and that comes through in our project management, attention to detail and quality and the high standards we have for our products.
Diverse Platforms
An industry-wide network of clients, advisors and partners providing support, market insight and resources for use by our clients as needed.
Frequently Asked
Questions
SoftPak’s Managed Accounts Rebalancing System (MARS) is an enterprise-class portfolio optimization and risk management system. MARS empowers financial advisors and asset managers to automate their rebalancing activities for their managed accounts, so that consistent investment strategies may be applied to all taxable and tax-exempt accounts.
It enhances efficiency, accuracy, and compliance, while optimizing portfolios for better returns and risk management, empowering investors to meet strategic goals.
Yes, it is designed for large-scale rebalancing, managing high account volumes seamlessly with robust automation and performance.
Yes, it provides comprehensive coverage for diverse asset classes, including alternatives, ensuring portfolios remain aligned with client objectives.
The software offers flexible options like personalized dashboards, tailored reporting, and adaptable portfolio strategies, ensuring it meets unique client needs and workflows.
Broaden Your Offering. Increase Efficiency, and Spur Growth.
Create positive investor experiences, streamline wealth management, and grow your business with seamlessly integrated technology, flexible investment options and hands-on support.