NorthStar has assembled an exceptional executive team who has 180 years of combined financial services and enterprise software expertise. The management team has proven success in building successful startup companies as well as leading Fortune 500 companies.
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| User Interface Tier |
NorthStar provides wealth management software, delivered on-premise or on-demand, to help firms build sustainable, successful practices with NorthStar Desktop, an integrated wealth management platform, and four pre-packaged solutions: NorthStar Client Acquisition Solution, NorthStar Client Reporting Solution, NorthStar Compliance Solution, and NorthStar Product Catalog Solution.
The user interface tier delivers all content to the desktop and contains zero footprint for true 100% thin client and Web browser-based delivery, with rich user experience capabilities. NorthStar clients can configure and customize the standards-based software to automate and streamline workflows and meet their firm’s own unique needs. |
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| Business Tier |
| NorthStar encapsulates business rules and consolidates the firm’s mid-office by providing a common platform based on business, application, data and platform services. |
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Business services integrate key product and client data through the Client Hierarchy and the Enterprise Product Hub. Business services coordinate between existing middle- and back-office processes, data and front-office applications − all to solve specific, real-world business problems. Also, business services APIs enable application developers to extend the platform. |
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Application services integrate analytics, calculators, and rules. NorthStar also supports run-time integration of key tools such as portfolio planning, wealth planning, mean variance optimizer, and a wealth forecasting engine. |
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| Data Tier |
| At the data tier, NorthStar supports both live integration directly to an existing system record as well as bi-directional replication of data. Other systems require a consolidated enterprise database. With NorthStar’s direct integration approach, data redundancy and data replication are eliminated. |
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Data services facilitate data integration with existing systems and provide a consolidated view of data across multiple disparate back-office systems of record. |
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Platform services provide a foundation for enterprise applications, including integration, security, application workflows, alerts, and proposal generation. Together these services promote shared data, logic and processes for a truly integrated desktop. |
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NorthStar also supports bi-directional replication of data via synchronous, asynchronous (message-based), and/or high volume batch mode. NorthStar uses a logical data model so data can be stored centrally or in a federated model. Business rules are applied at the business not the data tier, providing applications, rules, logic and workflow independence from where and how the data is stored and retrieved. |
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