As the managed account industry continues to gain in popularity among the investment community, due in part to tax efficiencies, the back office processing associated with these accounts continues to burden the professional money manager.  In order to address this albatross, MatriX Systems has developed the Batch Optimizer Application (BOA).

Built on top of Northfield's Open Optimizer, BOA is a client-server application that automates and facilitates the process of rebalancing hundreds to thousands of accounts.  As a cornerstone of the managed account industry, BOA:     

• Enables the optimization of a large number of portfolios in a single batch
• Provides connectivity to multiple databases
• Accommodates conditional user input values and files
• Incorporates account level compliance before optimization
• Provides background processing capabilities
• Enables straight through processing into trade-order management systems
• Generates customizable, analytical reports at the aggregate and account level
• Provides unparalleled ease of use
• Enables a higher level of client personalization across a greater number of accounts

By allowing professional money managers to efficiently and effectively manage hundreds to thousands of accounts simultaneously, BOA enhances the internal operational leverage and efficiency within the managed account industry; in turn, improving margins and competitive position.

In the managed account industry, everyone shares a common objective - to see that the investors' portfolio grows in value.  At MatriX Systems, our objective is to ensure that your profits do not get lost along the way.

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