NorthStar - News

In This Issue

NorthStar Introduces Firm-Tailored On-Demand SolutionTM
NorthStar can deliver firm-tailored on-demand solutions in as little as 12 weeks. Firm-tailoring can include:

• Custom risk questionnaires
• Investment Policy Statements and workflows
• First and second call presentation templates
• Market data feed integration
• CRM integration

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2008 Wealth Management Trends
Will 2008 be another mega-growth year for wealth managers? Find out the key trends and issues for 2008 from this landmark report.

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Embrace Product Complexity, UMAs for Success
“Investment opportunities are more complicated then ever,” said George J. Schietinger, director, Credit Suisse Private Banking USA. “Tomorrow’s wealth managers will not only need to understand intricate investment options, they will also need to explain the risks and rewards associated with these opportunities.”

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Overcoming Data Consolidation Challenges
26% of advisor distributing products from multiple providers are not happy with their current data consolidation approach, according to Aite.

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How do I create an investment profile?

An investment profile specifies the investment objectives, assumptions, and constraints that will guide your management of a portfolio. A client’s portfolio will likely have different objectives, so you specify the investment profile separately for each portfolio by clicking a portfolio name and entering the information in the Details screen. A prospect has only one portfolio that includes all hearsay accounts and holdings, so you set the Investment profile by clicking the prospect’s name.

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PNC Selects NorthStar Wealth Management Software ?
January 22, 2008

NorthStar Doubles Client Engagements, Success in 2007 ?
January 7, 2008

NorthStar Introduces First Firm-Tailored, On-Demand SolutionTM ?
December 10, 2007

NorthStar Secures $18 Million in Funding and Names New Board Members ?
November 13, 2007

Introducing NorthStar Client Acquisition Solution ?
October 30, 2007

Private bank clients nearly doubled their alternative investments last year from 14% to 26% of their portfolios (Hotbed Report)

• Managing Margins, Scaling Your Practice

• Wealth Manager versus Investment Generalist

• Targeting the Nearly Wealthy

Can your advisors pitch your latest products? If not, you may need an open architecture product catalog.

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If you use multiple product providers, how are you aggregating your product data and getting it to advisors?

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