Wednesday, August 12, 2009

 

NorthStar Selected by Netherby for its Advisor Desktop Solution

NorthStar Systems International, a leading provider of wealth management software solutions, today announced that Netherby Advisors, LLC. has selected NorthStar as the Advisor Desktop Solution for their Bank and Trust and Registered Investment Advisor (RIA) and Family Office customers... The critical criteria in selecting a vendor were ease of use, time to market, robust client document output, advisor efficiency, strict partitioning of client data and elimination of redundancy around data input. The hosted offering from NorthStar will enable Netherby to offer its clients a comprehensive advisor desktop including a full range of advisor tools including household management, 360 degree client view, portfolio analytics, financial planning, risk profiling and a full suite of proposals branded to Netherby client’s requirements...

BusinessWire: NorthStar Selected by Netherby for its Advisor Desktop Solution

Permalink posted by markw @ 4:26 AM


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