Institutional research, made personal — for every family, at scale.
Galaxy gives world-class organizations the ability to deliver personalized, world-class portfolios at scale — whether by accessing the full capacity of the ALPHA platform through our API, relational interface, and data integrations, working through our Nexus web application, or reaching Galaxy through one of our partner applications: MARS, FactSet, SS&C, BNY, and more.
Category-defining portfolio, decision, and information science.
For forty years, Northfield's risk and optimization research has been the analytical core inside the world's largest institutions — and for more than two decades, advisors have delivered personalized portfolios at scale through the MARS workspace.
Galaxy redefines the category again. It brings Northfield's segment-defining risk, tax, and portfolio-optimization analytics together with groundbreaking householding, data and systems integration, and investor-personalization engines — and delivers all of it to the individual, integrated into the systems and workflows your firm already runs.
MARS
MARS is a comprehensive point-and-click workspace — a partner application that puts Galaxy's science in your team's hands, no code required. Same science, same outputs; a screen instead of an API, for the teams who'd rather work in one.
Four bodies of research, resolved into one personalized portfolio.
Bottom-up risk
Northfield's fundamental factor models, built from each holding up — not a top-down volatility target applied to everyone.
Portfolio optimization
The target portfolio worth holding given the mandate, the constraints, and the cost of trading to it.
Tax, native
Tax lives inside the optimization — lot by lot, household by household — not bolted on after the model runs.
The whole picture
The home, the art, the private and illiquid stakes — held in one view, so the managed sleeve is built around everything else the family owns.
Direct indexing gave everyone a rules engine. Galaxy gives them the research.
Portfolio automation and direct-indexing platforms converged on the same shape: a tax-loss-harvesting rulebook wrapped around an index. Galaxy is built from a different starting point.
Forty years of Northfield risk research, carried straight into the portfolio.
A harvesting rules engine wrapped around a benchmark.
Risk built from each holding up — cash-flow and factor driven.
A top-down volatility band applied to everyone the same way.
One view that includes the home, the art, the private stakes — not just the liquid sleeve.
The managed account, and nothing else the family owns.
Tax sits inside the optimization, per lot and per household.
Harvesting run as a separate pass after the model.
Portfolios shaped to each individual in each family — constraints, values, holdings, history — at the individual and household level.
A few model portfolios and a risk questionnaire.
Built to sit inside the book and the systems you already run.
A closed platform you have to move onto.
Take the whole engine — or a single part of it.
Galaxy is modular. Run the full construction engine, or call one function — risk, optimization, tax, personalization, whole-wealth — into a workflow you already have. Through MARS, its point-and-click workspace for your teams, or directly through an API for your own systems.
UI or API
A workspace for advisors and portfolio teams, and a full API for the same functions. Use one, or both — the same engine underneath.
One function or all
Adopt the whole construction engine, or just the piece you're missing — tax, risk, optimization, personalization — inside an existing process.
Flexible installation
Deployed to fit how you already operate, with data management and systems integration handled on ALPHA's information layer, not left to you.
One data foundation
The OpenFinance data layer keeps holdings, accounts, and household data reconciled and current — the same foundation the rest of the platform runs on.
The individual, carried across
Market76's preference and alignment layer means the view of each person travels with them — across portfolios, workflows, and touchpoints.
Management analytics for intermediaries
Market76's layer reads the book itself — distribution and product-use analytics, client demographics, and management insight into how advisors and intermediaries serve their households. A view of the business most wealth-management systems don't carry.
The thinking behind Galaxy, in the open.
Galaxy rests on four decades of Northfield's published research — on tax-aware investing, bottom-up factor risk, and managing concentrated, whole-of-wealth positions.
Placeholder selection — links resolve to the public sources for now. A managed research library follows when the CMS is in place.
Institutional research, in every portfolio.
If you're serving families with mean-variance optimization and tax-loss harvesting alone, there's a deeper science — the same one the world's most sophisticated investors run on.
We can walk through Galaxy end to end — or the single function you'd start with — and how it fits the systems you already run.
Talk to us→