NorthStar Systems International, a provider of wealth management software, launches its latest software release, NorthStar 6.0.
NorthStar 6.0 is focused on personalizing the user experience and aligning the desktop with the advisor’s responsibilities and preferences through a WEB 2.0 interface that leverages intuitive, social network and Google-like usability paradigms. A familiar, intuitive user interface, combined with NorthStar’s wealth workflow capabilities, will make NorthStar 6.0 indispensable to the advisor.
In addition to the usability improvements, NorthStar 6.0 empowers an advisor to initiate client interaction via integrated wealth management workflows for generating proposals, investment policy updates, and consolidated client reports, through a true service oriented architecture.Further, through the integration of wealth planning, plan implementation and monitoring workflows, NorthStar 6.0 can facilitate the wealth advisory client service model.
“With the introduction of NorthStar 6.0, client interaction and servicing is taken to an entirely new level. The significant technology enhancements surrounding the user experience makes NorthStar 6.0 a platform that can be leveraged across a broad spectrum of users ranging from large and small banks, broker-dealers, asset managers, RIA-servicing firms, TAMP’s and related service providers,” says Juergen Dittgen, SVP, Product Management & Engineering, NorthStar.
“Our goal with this release was to solidify user adoption, making NorthStar a must-have application for the advisor, and the advisor in turn indispensable to their clients. This dynamic will help firms retain clients and grow their business. In our testing with beta users, the term we were hearing in the feedback was ‘sticky’, which is right where we want to be, for advisors to use NorthStar as the central point of communication and interaction with their clients.” says Bob Skea, president, NorthStar.
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