Identify, measure and control risk before, during and after the rebalancing process, Capture and use client-specific tax information, including wash sales, short/long term tax rates and more.
Load, maintain and manage your own proprietary model portfolios with no limit to the number of models or holdings. Easily blend together single strategy models to create multi-style portfoilios.
Run either the standard reports that come with MARS or build your own set of reports through the completely transparent information stored in the MARS database.
Monitor and manage risk across multiple portfolios. Structure private wealth portfolios with Northfields optional “Everything Everywhere Risk Model” which includes security-level coverage for all asset classes.
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.