SoftPak Financial Systems has released a Web-based version of MARS (Managed Account Rebalancing System).

2005-06-30:  Boston, MA -  

SoftPak Financial Systems has released a Web-based version of MARS (Managed Account Rebalancing System).

Built in partnership with Northfield Information Services, MARS is an open highly scalable technology that automates and facilitates the operational process of rebalancing hundreds to thousands of accounts; ultimately allowing users to efficiently create true separately managed accounts; i.e. highly personalized heterogeneous portfolios. Available in either a standalone or enterprise windows-based version, clients have the ability centralize the process of performing risk analysis or full portfolio rebalancing.

As a compliment to the windows-based version of MARS, SoftPak's new web-based version will allow the portfolio manager/trust officer the ability to rebalance his/her accounts based on either the results of risk analysis (manage by exception) or some client-directed mandate (harvest gains, losses, etc.).

“The managed account industry has grown rapidly over the past five years,” said Naaz Scheik, President of SoftPak. “We saw a need in the industry to produce a software package that is highly reachable and suitable for novice as well as experienced Portfolio Managers.“

SoftPak was founded in 1994 designing software that helps investment professionals make informed decisions. Headquartered in Newton, Massachusetts, SoftPak has offices worldwide.



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