User Interface Tier

NorthStar delivers five modules: Sales and Proposals, Planning, Product Catalog and Research, Portfolio Construction and Client Wealth Management. Each module is 100% thin client, Web browser-based with rich user experience capabilities. These modules can be delivered together or separately, on-premise or on-demand. These standards-based modules are ideal for your IT staff and system integrators to configure and customize to meet your firm’s unique wealth management needs.

Business Tier

NorthStar consolidates the firm’s front- and mid-office by providing a common platform based on business, application, data and platform services. Business services integrate key product and client data into the NorthStar Wealth Management and Asset Management Solutions, eliminating duplication of data, and business APIs enable professional services and 3rd parties to extend the out-of-the-box solutions. 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. Application services integrate key tools, analytics and calculators. Data services facilitate data integration with existing systems. Platform services provide a foundation for enterprise applications including integration, security and entitlements, workflow, alerts and proposal generation. Together these services promote shared data, logic and processes enabling NorthStar to become a truly integrated advisory desktop.

Data Tier

The NorthStar logical data model supports both live integration directly to the system of record and replication into the NorthStar database for any portion of the data model. Other systems require the entire data model to be consolidated into their own database, requiring expensive and time-consuming replication of data into their database. With NorthStar’s flexible integration approach, data redundancy and data replication can be eliminated. If data is replicated into the NorthStar database, NorthStar supports bi-directional synchronization of the replicated data via synchronous, asynchronous (message-based), and/or high volume batch mode.