Email Contact Phone Company Visit Website

Atlanta, Georgia Office

3930 East Jones Bridge Road
Atlanta
GA
US

Owings Mills, MD Office

25 Crossroads Drive, Suite 200
Owings Mills
MD
US

Los Angeles Office

11150 Olympic Blvd, Suite 600
Los Angeles, CA
US

The Hague, Holland Office

Loire 200-202
The Hague
NL

London, UK Office

Baker's Hall 7 Harp Lane
London
GB

Singapore Office

30 Cecil St. #22-02/08 Prudential Tower
Singapore
SG

Scottsdale, Arizona Office

7272 E. Indian School Road
Scottsdale
AZ
US

Jersey City, NJ Office

10 Exchange Place, 23rd Floor
Jersey City
NJ
US

Brookfield, Wisconsin Head Office

255 Fiserv Drive
Brookfield
WI
US

Sydney, Australia Office

Level 14 124 Walker Street
North Sydney
AU

Luxembourg Office

4 Rue d'Arlon
Luxembourg
LU

Uxbridge, UK Office

7 Roundwood Ave
Uxbridge
GB

Lake Mary, Florida, US Office

600 Colonial Center Pkwy
Lake Mary
FL
US

Telephone

617-217-2816

Contact

Melanie Cousins
[email protected]
Back to all Fiserv announcements

IDS and NorthStar Join Forces to Accelerate Adoption of Integrated Investment Advisory Solution - New alliance delivers comprehensive front-office and back-office solution

New York, NY and San Francisco, CA, October 29, 2004 – Integrated Decision Systems (IDS), an industry leader in enterprise portfolio management solutions and NorthStar, a leading provider of enterprise-class wealth management and asset management solutions, today announced a strategic partnership to deliver an integrated front-office and back-office wealth management solution for the financial services industry. This combined solution will make it dramatically faster and easier for enterprises to deploy a fully integrated investment advisory solution that will support the entire spectrum of their wealth management business requirements.

According to Bob Zangrillo, Chairman & CEO of NorthStar, "This is a partnership driven by the needs of the industry. Customers have been clear: they want an integrated front-to-back office wealth management platform that provides best of breed application functionality to their advisory teams. IDS’s recognized capabilities in portfolio accounting and performance measurement are a perfect complement to the NorthStar's front-office suite of advisory applications. The combination of IDS and NorthStar will speed customers time to market as well as reduce the costs and risks associated with the integration of front-office and back-office functionality."

As a result of this agreement, the companies plan to deliver joint product integration between NorthStar’s suite of advisory desktop applications and the IDS GIM portfolio management and performance solution in the second quarter of 2005. Both companies plan to market this offering, which will span investor profiling, wealth and financial planning, investment selection, portfolio construction and analysis, portfolio accounting, performance measurement and client review – the critical components of an integrated wealth management offering.

"Together, IDS and NorthStar will provide the investment industry with the best of both worlds: top-tier portfolio accounting and performance data fully integrated into the advisory desktop," said Don Totter, Chairman and CEO at IDS. "By integrating two of the leading wealth management providers, this partnership will create a one-stop-shop for the complete wealth management lifecycle, resulting in improved productivity, client satisfaction, and firm profitability."