NorthStar Systems International, Inc.

Software

Software delivers wealth management solution.

NorthStar v4.5 provides financial advisors full lifecycle advisory capabilities to acquire, implement, and manage client assets in holistic and compliant manner. For accurate view of assets, liabilities, and cash, software is able to import external holdings from most portfolio management systems or downloads from web sites. Self-service reporting enables organizations to render reports for both...

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Software

Software delivers wealth management solution.

NorthStar v4.5 provides financial advisors full lifecycle advisory capabilities to acquire, implement, and manage client assets in holistic and compliant manner. For accurate view of assets, liabilities, and cash, software is able to import external holdings from most portfolio management systems or downloads from web sites. Self-service reporting enables organizations to render reports for both...

Read More »

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