Our commitment to the success of your business extends beyond building powerful software. You can count on NorthStar’s Service and Support teams to deliver and support a NorthStar solution that helps you achieve your business goals.

Our Partnership Approach

NorthStar helps wealth and asset management firms of all sizes improve productivity, accelerate revenue growth and drive profitability by automating and streamlining their wealth processes and data based on firm and industry best practices.  To achieve optimum results, we approach each and every client project as a partnership.  To the partnership, we bring:

• Experience: NorthStar can provide project managers, business analysts, technical leads as well as on-site and offshore development specialists, who have 10 to 12 years of experience implementing wealth management software solutions.
  
  
• Best Practices:  NorthStar has incorporated best practices from leading brokerage firms, private banks, trusts, multi-family offices, and asset management firms as well as from the NorthStar team and Advisory board.
  
  
• Proven Implementation Methodology: The NorthStar implementation methodology combines a proven process with experienced people.  The methodology helps ensure your success and mitigate risks by providing a disciplined approach to rapidly deploying NorthStar software into your environment, integrating NorthStar with key in-house and third-party systems and configuring the software to meet your firm’s specific policies and best practices.
  
  
• World-class Templates: NorthStar provides world-class wealth and asset management templates including risk questionnaires, first and second call presentations, Investment Policy Statements, and client reports.
  
  
• Partners:  NorthStar pioneered the industry's first and largest wealth management ecosystem to ensure quality delivery of best-of-breed solutions.  NorthStar frequently works with other consulting partners who have been engaged by the client to help define business requirements, select the best software providers, and assist with business process integration.

Our Services

To help ensure client success, NorthStar offers a wide range of services including:

NorthStar Professional Services NorthStar’s world-class professional services team has the capability to deliver all aspects of your project.  From kick-off through implementation and training, NorthStar Professional Services is focused the successful delivery of your implementation and fulfilling the project success metrics.  The NorthStar Professional Services team provides assessment services, implementation services, construction services, integration adapters, and templates.

NorthStar On-Demand NorthStar provides the industry’s first firm-tailored on-demand solutions™ where NorthStar software can be deployed in as little as 12 weeks as an on-demand solution configured to firm and industry best practices.  NorthStar also offers standard, out-of-the-box on-demand software which can be deployed in two to four weeks.

NorthStar Support NorthStar strives to deliver timely, flexible and reliable service to support your implementation. NorthStar provides technical support and updates to help you meet your business needs.

NorthStar Ecosystem NorthStar offers the industry’s first and largest wealth management ecosystem with over 30 partners, including Oracle/Siebel, Infosys, Capgemini, IBM, Reuters, Assentis, Morningstar/Ibbotson, Odyssey Financial Management, FT Interactive, EISI/NaviPlan and RiskMetrics Group.  Tap into the NorthStar wealth management ecosystem to leverage and extend your third party data and services.

For technical assistance, please contact us at support@northstar.com