Whichever NorthStar Solution you choose, use NorthStar Services to implement and support your project quickly and cost-effectively.  NorthStar and its Ecosystem Partners have implemented the most integrated wealth management software projects in the industry, with a 100% implementation success rate. 

NorthStar Software

Leverage NorthStar’s integrated wealth management software platform that streamlines and automates the entire workflow process.  NorthStar empowers your teams with full lifecycle advisory capabilities to acquire, plan, manage and report client wealth based on industry and firm-based best practices.

NorthStar is organized in modules. Each of the modules falls into one of the four wealth management lifecycle segments and can be licensed individually.

NorthStar Solutions

Solve specific industry pain points with NorthStar’s unique firm-tailored solutions. As a pre-packaged set of capabilities from NorthStar’s integrated wealth management desktop, the four solutions can be deployed as stand-alone implementations or as optional add-on modules that can evolve into the Integrated Desktop over time. 

To find the right NorthStar Solution for your firm, review the Solution Finder.

  NorthStar Solutions can help wealth managers with:

• Acquiring clients and assets under management

• Get to know the needs of your clients with wealth planning

• Retaining clients with professional reporting

• Ensure compliancing to and with fiduciary client care

• Establishing open architecture product management

In addition, NorthStar Solutions can help institutional asset managers and unified managed account providers with:

• Personalized pitch books

• Product catalogs with overlay management support