| Integrating CRM Data into NorthStar Wealth Workflows |
Most advisory teams must use between seven and twenty standalone, un-integrated applications daily just to do their jobs. According to a Curian Capital 2007 survey of over 800 advisors, 60% of advisors who use manual processes and un-integrated applications say they can no longer scale their business.
To reduce the costs of scaling their business and increase staff productivity, leading firms turn to NorthStar CRM-integrated Wealth ManagementTM software because it provides advisory teams a seamless, integrated wealth management solution that: |
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Brings client data stored in existing CRM systems into NorthStar wealth workflows. |
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Delivers the wealth infrastructure and client management processes required to increase staff productivity and efficiency. |
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| Ideal for firms that offer managed accounts or alternative investment products to affluent clients, NorthStar CRM-integrated Wealth Management software allows wealth managers to eliminate data re-entry and searching among countless applications. With streamlined access to CRM-established information as well as sales and retention tools, wealth managers are freed to spend more time acquiring and servicing clients. |
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| NorthStar CRM-integrated Wealth Management enables wealth managers to: |
Key Capabilities |
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Increase productivity by reducing administrative time by up to one-third. CRM-stored data such as client information, client service events, contacts, opportunities, accounts, entitlements, and security policies are seamlessly passed to NorthStar. |
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Reduce the total cost of customization and integration by bringing existing CRM information seamlessly into NorthStar. |
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Reduce complexity of the desktop through a single, integrated 360-degree view of clients, their relationships and holdings instead of the many applications most advisors have to navigate daily. |
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Increase revenue by closing business faster. Advisors can quickly access and apply NorthStar’s dynamic wealth management tools such as asset allocation, portfolio analytics, product selection, and professional proposal generation. |
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Proactively manage client relationships with higher level advice. Wealth managers can set up NorthStar to send client alerts, automatically service an account, re-balance a portfolio, or take action triggered by life events such as retirement. |
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| Acquire more clients with pre-packaged NorthStar Client Acquisition Solution or these capabilities available individually: |
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Prospecting & Client Profiles |
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Proposal Generation |
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Financial Assessment |
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| Plan wealth holistically with: |
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Wealth Planning |
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Investment Policy Statement |
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Asset Allocation |
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| Manage complex portfolios with: |
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Product Research & Selection |
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Portfolio Construction |
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Client Wealth Management |
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| Report more customized output with: |
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NorthStar Client Reporting Solution |
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Alerts |
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Product Reporting |
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