As managed products become more complex and clients demand increasingly tailored investment options, Asset Managers need a technology partner to streamline their processes − from the construction of sophisticated, customized portfolios to automated, team-based workflows that result in compelling, professional proposals.

NorthStar has delivered highly-scalable investment proposal desktops that are helping two leading asset managers efficiently deliver sophisticated proposals that drive high-net-worth client acquisition.

With NorthStar, asset managers can

• Improve product distribution through a product catalog that supports all types of investment products
• Meet the needs of high-net-worth clients through the construction and explanation of complex, custom portfolios
• Close more assets with professional, compliant proposals

Learn more about NorthStar’s Asset Management Software