NorthStar Systems International (NorthStar), provider of wealth management software to financial services institutions, introduced NorthStar 5.0, the latest version of its award-winning advisor desktop.
By streamlining wealth workflows, enabling advisors to better manage clients and products, and leveraging CRM data, NorthStar 5.0 fundamentally improves the way advisors Acquire, Plan, Manage and Report on client and prospect wealth. As a result, both advisors and firms can exceed client expectations and increase assets under management.
Available on-premise or on-demand and as a suite or in modules, the scalable software solution offers banks, trusts, broker-dealers, family offices and other financial services providers a number of industry firsts that significantly advance the efficiency and effectiveness of their wealth management businesses.
“NorthStar 5.0 is a major advancementthe combination of our pioneering Client Hierarchy, an extensive yet easy to use Product Catalog, and flexible entitlements approach allows advisors to multiply the amount of quality time they can spend with clients and prospects,” says Collin Cohen, president, NorthStar.