Most wealth management firms have invested in CRM, portfolio accounting, ledger and other systems that they want to leverage. Yet wealth management information is often inconsistent and stored in multiple systems.

To address this issue, NorthStar has created a series of business services that coordinate between existing middle and back office processes, data, and front office applications.

NorthStar Client Hierarchy Consolidate the information for a client, including accounts, portfolios, legal entities and interested parties into a fully-interconnected, multifaceted relationship hierarchy.

Enterprise Product Hub Consolidate all of the firm’s investment vehicles, products, market data, manager information and marketing collateral into a single, fully-connected set of data structures

These business services can be purchased to enhance the capabilities of the NorthStar application solutions as described above or they can be purchased separately as infrastructure only solutions.