NorthStar is 100% committed to the success of our clients. Five of the top 10 wealth management firms in the U.S. use NorthStar (Barron's 2006). We are proud to work with leading financial services firms across industry segments, including:

NorthStar solutions are modular. No matter what your needs, NorthStar can help
your firm select and deploy a solution.

Asset Managers

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

Banks

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

Broker Dealers

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.

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

Providers to Registered Investment Advisors

More and more, Registered Investment Advisors are asking their service providers to deliver a comprehensive wealth management desktop solution to help them organize and grow their business.

With NorthStar, service providers can deliver the following to RIAs:

• A comprehensive, web-based advisor desktop that includes a client profile and built-in wealth management workflows
• Automatic integration of your firm’s data, information and reporting feeds
• Automated proposal and reporting capabilities

Learn more about NorthStar’s Wealth Management Software