As the asset base of the managed account industry continues its rapid growth, due in part to tax efficiencies, the daily monitoring and portfolio rebalancing associated with these accounts presents multifaceted challenges for the asset management industry. In order to address this albatross, SoftPak has designed a highly scalable wealth management platform utilizing Northfield 's open tax optimizer.
Known as MARS, this technology provides the ability for any asset management firm to provide a consistent and efficient methodology to the process of managing taxable and tax-exempt accounts while applying the best thinking of the firm to each and every investment decision.
In the managed account industry, everyone shares a common objective - to ensure that the client's portfolio grows in value. At SoftPak, our objective is to ensure that your profits do not get lost along the way .