Our rebalancing solution, Universal Rebalancer, lets you create models, rebalance and trade, all in one platform. It offers a rules-based rebalancing platform enabling advisors to set constraints both at the firm or individual account level. These constraints enable the advisor to create either a standardized or custom solution for each client, set tolerance bands on model portfolios, lock positions, generate cash, and identify equivalencies or restricted securities.
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 complexity, SoftPak has designed a highly scalable wealth management platform leveraging Northfield ‘s open tax optimizer. Managed Account Rebalancing System (MARS) 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.
Our optimization tool Managed Account Rebalancing System (MARS) leverages Northfield’s acclaimed risk optimizer with gives investors a formal mathematical approach to making investment decisions across a collection of financial instruments or assets. The classical approach, known as modern portfolio theory, involves categorizing the investment universe based on risk (standard deviation) and return, and then choosing the mix of investments that achieve a desired risk versus return tradeoff.
Proper risk management is a central pillar within the asset management industry. Using factor based risk models and varying levels of asset classification, one can intuitively identify “unintended bets” within any portfolio through risk decomposition. With our risk reporting solution SoftPak Risk Analytics (SRA), we can help any organization identify such bets so that meaningful action can be taken in a proactive manner.
Our Enterprise Risk Manager provides a 360-degree view of your entire risk profile, with modeling for all asset types globally including illiquids, derivatives and structured fixed income. It aggregates portfolios in total, giving you a clear view of of overall fund risk or let’s you drill down to the individual portfolio or team level.
A staff of highly trained, certified engineers. Our employee retention rate is best in class — an average of 9 years. We specialize in software for the financial industry and understand what our clients need
We’ve partnered with the best in the industry, proven leaders in the finance industry. These relationships are built on trust and reliability — and a track record for delivering for years.
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.
An industry-wide network of clients, advisors and partners providing support, market insight and resources for use by our clients as needed.