As broker dealers continue to transition from transaction-based to fee-based businesses, they need a technology partner who can organize information and reporting across commission and fee accounts and empower their advisory teams with best-practice-based processes that facilitate the holistic management of client wealth.
NorthStar has worked with an advice group of a large brokerage company to deliver an advice desktop and technology platform that enhances their client investment roadmap, goal planning and cash flow analysis capabilities.
We have also worked with another broker dealer to develop an investment proposal platform that supports advanced workflows that allow advisors and portfolio managers to collaborate around asset allocation and manager selection.
With NorthStar, Broker Dealers can
- Ensure their wealth management teams know their clients through the creation and management of a holistic client profile, including held-away assets
- Proactively manage client relationships through automated monitoring of portfolios and built-in alerts
- Leverage their investment in existing systems and third-party applications
- Move quickly to capitalize on product initiatives and industry requirements
Learn more about NorthStar’s Wealth Management Software
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