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Are you capable of handling more clients?
Wealth management is the fastest growing segment in the financial services industry and a prospect-rich environment for financial advisors who seek to add new high net worth clients as well as grow assets under management with existing affluent clients. It's no surprise that a 2007 Curian Capital study reported that 83% of financial advisors said their number one goal is to attract clients with more assets.
Available on-premise or on-demand, the NorthStar Client Acquisition Solution allows asset managers and wealth management firms to provide their advisors the client profiling and communication tools they need to close more business as well as protect assets under management. Freed from manual document production, time-consuming data entry, and endless product research, advisors can focus on driving assets under management by using these powerful solution tools:
- Professional, firm-branded proposals, each one tailored to the affluent client's own investment goals and policies
- Centralized investor profiling that leverages each client’s investment risks and constraints across all workflows, including planning and asset allocation
 
 
The NorthStar Client Acquisition Solution allows asset managers and wealth management firms to:
- Gain competitive advantage through firm-branded proposals, created using best-of-breed templates personalized to each affluent client's financial goals and investment needs.
- Facilitate informative communications about complex and alternative investment products.
- Increase staff productivity by reducing administrative tasks such as re-keying client data, preparing client-facing materials, and searching for client-suitable investments. Whether manually entered or integrated from the firm's existing client relationship management (CRM) system, data populates across all workflows and client-ready communications.
- Increase client-facing time so advisors can increase their volumes, leading to increased assets under management.
- Attract and retain top advisors by providing intuitive, easy-to-adopt tools that produce high-quality, configurable client-facing output.
- Build in business agility for faster introduction of new products.
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Key Capabilities
- Proposal templates professionally designed out of the box with full set of administrative tools
- Proposal collaboration leveraging firm’s competence centers such as the investment strategy group, financial planners, product specialists, and compliance
- Proposal management, including proposal retention, version control, and archiving
- Profile validation for consistency, completeness, and adherence to investment policy mandate
- Portfolio capture for inclusion of external holdings on an asset class, sector, position or taxlot level
- Sales and relationship management
- Relationship access, entitlements, and authentication
- Investor profiling and risk questionnaire
- Model asset allocation and model portfolios
- Use of entitled analytics, including mean variance-optimized portfolios, wealth forecasting, and model management
- Strategy selection and strategy-based hypothetical models
- Product analysis
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