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Home  Software & Solutions Solutions Product Catalog |
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Are your advisors "solution sellers?" |
The VIP Forum reports that product complexity has increased 60% in the last three years. With over 100,000 fixed income instruments alone, it has become increasingly difficult for advisors to be experts in every investment vehicle. |
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The NorthStar Product Catalog Solution allows wealth managers to build highly customized portfolios consisting of the varied product types discerning affluent clients require today - all from one firm-wide repository instead of multiple product-specific intranet silos. Through its robust reporting, administration and research features, the Product Catalog Solution is designed so that advisors can easily find, compare, and analyze a wide variety of wealth management products, including : |
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Pooled investment vehicles such as mutual funds and hedge funds. |
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Securities, fixed income, cash, and cash equivalents. |
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Managed programs such as separately managed accounts (SMAs), unified managed accounts (UMAs), exchange-traded funds (ETFs), and multiple strategy portfolios (MSPs). |
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Private equity such as leveraged buyout, venture capital, growth capital, angel investing, and mezzanine capital. |
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Real estate investment trusts and publicly traded real estate. |
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Fixed and variable annuities. |
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Insurance products, liabilities, and partnerships. |
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With the NorthStar Product Catalog Solution, wealth management firms : |
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Increase advisor efficiency and expertise through access to one interactive open-architecture repository instead of searching multiple applications for investment information and research. |
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Improve client satisfaction and retention by delivering timely educational content that supports investment selection and portfolio asset allocation. |
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Improve investment selection process with extensive product screening, comparison, and analysis. |
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Attract and retain advisors with streamline access to broader, simpler lists, firm-recommended products, model portfolios, and firm-defined asset classes. |
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Strengthen compliance by ensuring advisors have access to only those investments they are licensed to sell. |
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Maintain product lists with out-of-the-box administration tools for easy adding, updating, and discontinuing products firm-wide. |
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| Key Capabilities |
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Comprehensive repository covering the entire spectrum of wealth management product types |
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Product list and product cart facilities for quick product retrieval, comparison, and inclusion in a portfolio |
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Product management workbench for complete product data administration |
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Content management and document library to demonstrate the value of wealth management products |
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Marketing and educational content, including product talking points and research to help advisors recommend products across entire breadth of firm offerings |
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Product classification, benchmarks, and performance history |
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Product finder, an advanced product research tool, for searching and comparing financial vehicles using multiple criteria |
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Product reporting mart for reporting data, with product editing tools and classification rules for holdings |
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Entitlement center for advisor access to only the products they are licensed to sell |
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Ability to present firm’s product recommendations to advisors and clients |
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Product screening and comparison tool |
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