As one of the first entrants into the managed account market in the United States, SoftPak has unparalleled depth and breadth of experience in implementing managed account solutions across a range of different business models. In partnership with Northfield Information Services, SoftPak has developed a highly scalable wealth management technology that allows 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 every investment decision.

Portfolio construction and tax management
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.

Model management
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.

Customized reporting
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.

Risk management
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.