In This Issue
NorthStar 5.0 Is Now Available
NorthStar 5.0 innovations drive more assets per advisor including:
• Streamlined wealth processing
• Active Client Hierarchy
• Firm-wide Product Catalog
• Entitlement-driven CRM integration
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Advisors Yearn for Better Technology Marriage
With 7–20 applications on average, no wonder advisors crave a single system. BusinessEdge reflects on ways to improve advisor adoption and productivity.
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Time Is Money: Arm Your Advisors with an Integrated Solution
Advisors are spending 31% more time spent on administrative tasks. Reverse the trend with an integrated CRM and Wealth Management Solution that eliminates client data re-keying.
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Assessing the Impact of the Merrill Lynch Rule Overturn
$300 billion worth of fee-based broker accounts (approximately one million clients) need to be transitioned using an investment policy compliance solution.
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