Solution introduction

Let your best thinking drive every investment decision

As if the market itself wern't complex enough, creating a sustainable investment management process within your firm brings its own intricacies. When all your systems, from portfolio accounting to customer relationship management, are run in isolution your entire process slows and stagnates, making it impossible to deliver the best results every time to every client. 

Thats why Northfields created MARS: Managed Account Rebalancing Service. MARS can make your investment management firm operate like a high-performance production line, delivering your best thinking to every investment decision. Every time. 

What MARS does
Mars automates key parts of the overall management process, creating a cohesive infrastructure, one that ties together seperately managed databases. When systems like portfolio accounting, customer relationship management, risk modelling, tax optimization, and trade order management all operate as one seamless machine you are free to create the best results for your clients with incredible efficiency. 

MARS has scalable, proven technology that applies the analytical rigor synonymous with Northfield risk models and its tax optimization services. Unlike other solutions, MARS considers risk/return and tax optimization to be crucial components of the rebalancing process.

 

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