The NorthStar Professional Services team combines deep wealth management domain expertise with extensive experience in systems integration, client implementations, and managing technology projects across the financial services industry.  With 10-12 years of wealth management implementation experience per team member on average, they have successfully completed major NorthStar implementations. 

NorthStar Professional Services can help you get the most from your technology investment by working with you every step of the way, providing a wide range of services that span the complete solution life cycle:

NorthStar offers a pre-implementation diagnostic or assessment based on industry best practices and benchmarks that can be used to build a roadmap and business case. We encourage all firms to take advantage of this assessment service before they hire more staff or invest in point applications that may be band-aids versus business transformers.

NorthStar kicks off each client implementation with a three-day planning workshop. Delivered in your offices, the workshop is designed to build relationships among the entire project team, create alignment around project scope, identify your business requirements, and build out a plan for how best to implement your NorthStar solutions to meet business requirements, control expense, and deliver maximum return on investment.

The NorthStar Professional Services team offers a complete set of implementation services including business requirements definition, development, validation, deployment and overall project management. To ensure client success across all of these phases, the Professional Services team has developed standard project implementation methodologies based on the member's collective experience in implementing and managing large global-scale advisory technology projects.

NorthStar's implementation methodology helps ensure client success and mitigate risks. Our clearly defined procedures enable our team to use a disciplined approach when NorthStar software solutions are rapidly deployed into different client environments. We can also integrate NorthStar with key in-house and third-party systems, and configure the software to meet a firm's specific policies and best practices.

Our experienced professionals are adept at managing multiple deliverables concurrently, and they can orchestrate complicated phased implementations that deliver required functionality and integration on time and on budget. Thanks to NorthStar's experience people and proven methodology, NorthStar has a track record of successful implementations that fulfill project success metrics. Most NorthStar clients have engaged NorthStar Professional Services for additional integration and implementation projects.

NorthStar provides both onshore and offshore construction services using trained and experienced NorthStar and partner resources. Construction services are ideal for firms looking for a cost-effective option for custom development and integration work.

NorthStar offers complete integration services including custom integrations as well as integration adapters. NorthStar has successfully completed integrations to leading CRM systems, in-house and third-party single sign-on systems, in-house advice portals, third-party trust accounting systems, third-party market data feeds, and performance data systems. NorthStar integrations use NorthStar's web services APIs and service-oriented architecture.

NorthStar provides the industry's first firm-tailored on-demand solution™ where NorthStar is configured to firm and industry best practices and deployed in as little as 12 weeks. NorthStar also offers standard on-demand deployments without configurations in two to four weeks.

NorthStar Professional Services continues its work to ensure the success of your implementation by providing training and tools to get your users and IT group up and running. Our team works with you to design a training program that maximizes wide-spread user adoption in an efficient and cost-effective way. Your IT group can turn to our extensive documentation library for detailed technical specifications on our solutions. Clients can also contact designated team members by phone or email at support@northstar.com.