Managed Account Rebalancing System
Deliver a highly scalable managed account rebalancing solution across your enterprise with integrated risk management, tax-aware optimization, and portfolio accounting.
Managed Accounts, Engineered for Scale
Helping firms scale investment operations with confidence.
Tax Efficiency
Incorporate client-specific tax data, wash sale rules, tax rates and capital gain budgets into portfolio decisions to pursue better after-tax outcomes (i.e. tax alpha).
Risk Control
Identify, measure, and manage portfolio risk before, during and after rebalancing using institutional-grade risk analytics.
Model Management
Create, maintain and manage unlimited model portfolios while ensuring consistent implementation across all managed accounts.
Rebalancing Automation
Automate complex rebalancing workflows to reduce manual effort, minimize errors and respond efficiently to market changes.
Drift Reduction
Monitor portfolio drift and tracking error continuously to keep accounts aligned with intended investment objectives and strategies.
Custom Reporting
Generate transparent portfolio reports and build customized reporting views using accessible data within the MARS platform.
Everything Needed to Manage Portfolios at Scale
MARS combines portfolio rebalancing, risk management, tax optimization, and reporting capabilities into one enterprise platform.
Portfolio Accounting
Maintain transparent portfolio records and gain access to detailed portfolio data for analysis, reporting, and oversight.
Institutional Risk Models
Leverage any structured multi-factor risk model; including Northfield's Everything Everywhere Risk Model to monitor risk exposure across asset classes at the security level.
Turnover Management
Reduce unnecessary trading activity while accommodating client-directed mandates; including cash withdrawals and tax loss harvesting requirements.
Consistent Implementation
Apply the same investment methodology across all portfolios regardless of advisor, manager or operational workflow.
Integrates with the tools you already use.
Connects directly to the custodians and platforms your firm already relies on.
See how MARS can transform your rebalancing operations.
Talk to our team about bringing automated, tax-aware rebalancing to every account your firm manages.