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Are you providing your clients personalized reviews, reports, and performance analysis?
Today’s affluent clients demand pro-active wealth managers who tailor portfolio reporting to meet the specific needs and goals of each high net worth client. NorthStar offers wealth management firms two options, both based on an advice and client-centric reporting process: NorthStar Desktop or NorthStar Client Reporting Solution. Using NorthStar software, firms can generate consolidated reports, client reviews, ad hoc reports, and sophisticated proposals to increase client retention as well as gain competitive advantage. Wealth managers can quickly create and present clients suitable product lists supported by comprehensive up-to-date talking points, marketing and educational content. Firms can also reduce compliance risk through monitoring portfolios for conforming to investment policy statements and set alerts to take immediate corrective action.
By improving your ability to report on client performance, your wealth management team will:
- Improve client satisfaction and retention by proactively delivering consolidated, customized client reports and reviews that provide a long-term vision of performance, even for held-away assets, and a context for investment selection through benchmarks, market updates, research articles, and wealth manager and product commentaries.
- Improve client service and control through proactive and meaningful communications driven by automated portfolio monitoring alerts and quick reports. Alerts can be automatically generated based on portfolio events such as bond maturing date or client life events. Quick reports that track drifts and portfolio performance can be generated between client reviews. The entire client review process can be tracked.
- Increase efficiency and reduce documentation generation costs through a centralized document generation framework for proposals, client reviews and consolidated reports.
- Reduce the costs of cleansing and consolidating data by through NorthStar’s Client Hierarchy and consolidated reporting hub.
- Improve data consistency through centralized classification and assumption data.
- Strengthen compliance and brand standards by leveraging compliant, firm-branded templates and storing all reports and reviews.
- Improve distribution and adoption of proprietary products through easy access to recommended product lists, model portfolios, and firm-defined asset classes.
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Key Capabilities
Report more customized output with:
- Create personalized yet compliant consolidated client reports that analyze and explain performance data
- Centralized framework for generating client reviews, consolidated reports and proposals
- Holistic client data consolidation and delivery
- Client-ready report packages and templates
- Client review process tracking
- Client report document retention, management and retrieval
- Report process queue management and optional batch processing
- Product and performance alerts
- Investment policy statement compliance alerts
- Product reporting mart with product editing tools
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