As banks work to grow their wealth management capabilities to better serve high-net-worth clients, they are searching for a technology partner to help them centralize client information and establish efficient, consistent and compliant processes for managing client wealth relationships across satellite branches.

NorthStar has worked with a leading private bank to deliver an integrated wealth management desktop and operational data store that supports relationship managers, portfolio managers and compliance.

We have also worked with a leading national bank to deliver an end-to-end, integrated wealth management desktop that allows them to effectively service wealth management clients with over $25MM AUM.

With NorthStar, banks can

• Improve the efficiency and productivity of their wealth management teams through automated proposal workflows, portfolio monitoring and reporting
• Establish credibility and gather more assets with professional, compliant proposals
• Grow client relationships with holistic reporting

Learn more about NorthStar’s Wealth Management Software