| NorthStar now provides you with a significant time-to-market advantage through its rapid implementation service. You can count on NorthStar's Software-as-a-Service to deliver and support a NorthStar solution that helps you achieve your business goals as quickly as 3 to 8 weeks from start date. |
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| Our Implementation Approach |
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| NorthStar's unique implementation approach brings to you the full power of our enterprise desktop or the specific solution elements you are subscribed for. We enable Book of Business views, Proposal Generation workflows, an elegant Dashboard - - and more ! |
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| To achieve these, we bring a rich set of templates surrounding the various aspects of our implementation as configurable elements. |
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| With these and a series of facilitated discussions with your business and IT, NorthStar Professional Services will have you up and running in very short order! Our teams bring to you: |
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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. |
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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. |
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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. |
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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. |
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Partners: NorthStar brings a number of integration templates to quicken integration with in-house and industry standard systems. |
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| This flexible deployment model is also optimized to lower your entry cost substantially while giving you time-to-market advantage. |
| To find out how NorthStar's Software-as-a-Service can meet your firm's needs, call 1-866-916-8524. |
