Integrated software released by Northstar Brings On-demand CRM Data into the Wealth Management Advisor Desktop.
NorthStar claims to be doing for the wealth management industry what the OMS/EMS vendors did for the buy-side trader: Automating.
According to NorthStar, their latest release will include entitlement-driven CRM integration, company-wide product catalogue, and other features it claims will help wealth advisors grow their businesses, improve client retention, cope with ever-changing compliance rules and cut administrative time.