New Tools Empower Today's Time-Strapped Advisors

The world of a wealth-management advisor is not an easy one, given the seemingly endless amount of information to consider, the need to constantly evaluate new financial products, and a tax environment always in flux, but there is hope. Read more

Industry Frustrated with Tech Platforms

The bulk of wealth management firms do not feel that their technology and back-office platforms are up to snuff, and the majority view the issue as critical to growth in the coming year. Read more

IT Advances the Order of the Day

The wealth management industry is coming to realize that improvements to client reporting systems and client relationship management technologies could represent a more practical way of improving business than hiring or training more employees. Read more

Integrated Technology: The Holy Grail

As the wealth-management business gets more complex, and the war for talent and wealthy clients heats up, good, integrated technology systems are becoming more and more important. And wealth managers arenít too happy with what theyíve got. Read more

Wealth management IT provider enjoys a bumper year

San Francisco-based NorthStar Systems International, Inc., a provider of wealth management software enjoyed a record year during 2007, doubling both revenues and client engagements. Read more

San Francisco-Based NorthStar Systems Raises $18 Million, by Rich Scherr

NorthStar Systems International, a developer of wealth management software for financial services institutions, said that it has raised $18 million in a new round of venture capital from new and previous investors. Read more

Solving Real-World Business Problems With SOA: A Case Study, by Mark Eaton

The financial services industry is well suited to application solutions based on Service Oriented Architecture (SOA) due to the heterogeneity across front-, mid-, and back-office systems and different business lines. Read more

NorthStar Helps Firms Pump Out Proposals to Wealthy Clients, by Penny Crosman

Good but busy times lie ahead for the wealth management industry, and the increasing workload is driving wealth and asset managers to streamline their tasks. One time-consuming and difficult chore is preparing investment proposals, says Bob Skea, chief operating officer of Northstar. Read more

Schwab, Investment Managers Prepare for Retirement Boom, by Penny Crosman

When the oldest of the 78 million baby boomers start to retire next year, they will descend on financial advisers in larger numbers than ever before. However, financial advisers' productivity still is challenged by the myriad disparate applications they use, says Vicki Morris, VP of Marketing, NorthStar. Read more

Retirement Income Technology Leaves Much to be Desired, by Davis Janowski

For the most part, the current crop of software programs aimed at helping financial advisers manage their clients' assets through retirement fall short of their goals.  One solution is NorthStar 5.0, the latest version of wealth management software available from NorthStar Systems International Inc. Read more

Don’t go too far with SOA, by Loraine Lawson

NorthStar recently was accepted to IBM's Service Oriented Architecture (SOA) Specialty. Mark Eaton, VP of Engineering, shares his views on when SOA is appropriate, and what it means to have IBM as part of NorthStar’s partner ecosystem. Read more

Has Your Firm Fallen Into the Partial Compliance Trap? By Vicki Morris

For wealth management firms, Investor Policy Compliance, and the steps necessary to achieve it, is topping the agenda. Read more

Wealth Management Software Companies Team Up, by Kristin Oliveri

NorthStar partners with salesforce.com to produce its new integrated wealth management software.

NorthStar Launches Online Product Catalog, by Kristin Oliveri

NorthStar has launched a service that allows wealth managers to tap into an interactive product list that compares all offerings available in the market to the specific products an advisor sells.

Integrated Software Released, by Alexandra Deluca

NorthStar is doing for the wealth management industry what the OMS/EMS vendors did for the buy-side trader: Automating.

Wealth Gets a Makeover, by Samara Zwanger

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Software Watch: NorthStar's Compliance Solution 5.0, by Colleen O’Connor Grant

Building a successful advisory practice is as much about creating a well managed office as it is about building up the client base. Read more

Software Makers Eye Advisor Compliance Market, by Liz Skinner

Registered investment advisers are likely to outspend other financial intermediaries for compliance software, according to a recent report by Celent. One provider, NorthStar, allows financial advisers to look at the suitability of a new client and to set up investment guidelines that are monitored for compliance. Read more

Advent Software Faces Competition, by Brooke Southall

Seizing an opportunity to exploit the perceived integration problems of Advent Software Inc.’s offerings to financial advisers, 19 technology companies have formed YourSilverBullet.net. Bob Skea, NorthStar’s COO, comments on the lack of integration in financial services technology.
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Will the Real Market Leader Please Stand Up? by Stewart Eisenhart

Celent gives NorthStar top ranking on breadth of wealth management functionality.