Alliance companies

About NorthStar Systems International, Inc.

NorthStar Systems International, Inc. is a leading provider of enterprise-class advisory software solutions for financial services institutions, including broker dealers, banks and trusts, asset managers, and service providers to Registered Investment Advisors (RIA).

NorthStar solutions and technology platform enable companies to integrate existing point solutions, consolidate disparate data, extend wealth management capabilities and streamline firm-wide advisory processes. The benefits, including improved advisor productivity and client relationships, are immediate and tangible.

Visit www.northstar.com.

How you can benefit from this alliance

With similar business objectives, EISI and NorthStar have partnered to provide large-scale financial institutions with flexible, cost-effective financial planning platform technology that will help increase assets under management, attract more clients and decrease client attrition, facilitate enterprise-wide compliance, streamline workflow and business cycles, facilitate collaboration, and more.

Leveraging the expertise of both organizations, EISI and NorthStar are building joint workflow and financial planning functionality that will seamlessly integrate with your company's investment selection and portfolio management processes:

• Link financial planning to investment selection : Once a financial plan has been created in NaviPlan, advisors can easily construct an Investment Policy Statement and select compliant and appropriate investments, accounts, and products.
• Monitor financial plans : This seamless integration enables advisors to actively monitor their NaviPlan financial plans, track actual VS plan and current VS target allocation, and generate professional progress reports either on a regular or ad-hoc basis.
• Two-way alerts : Supporting proactive management of your financial plans, the NaviPlan-NorthStar alliance provides integrated, two-way plan status alerts. Plan status alerts are passed between the applications, notifying the advisor that action is required. Alerts can also be set to call attention to a portfolio when it drifts from the financial plan or is due for a financial review.

Learn more about how EISI and NorthStar are working together to help your company. Contact your NaviPlan Account Manager.