Finantixâs CRM tools and the recently released iPad and iPhone apps for wealth management will be offered together with NorthStarâs SaaS solution for financial advisors. On the enterprise side, financial institutions will now have access to the broadest suite of advisory components, from single client view to integrated financial planning, from portfolio construction through compliance monitoring and client reporting.
âNorthStarâs wealth management suite is highly regarded by its clients in North America and the company is a clear leader in the high net worth segment. By adding Web, phone and tablet delivery options, along with advisory tools for mass affluent clients, we can support wealth managers and banks in their multi-segment and multi-channel propositions.â said Alessandro Tonchia, founder and director of Finantix.
âFinantix has successful implementations worldwide, including multi-country roll-outs of financial planning and wealth management solutions. With an extensive network of offices and partners. they will accelerate the international distribution of our SaaS platform. We are also excited that jointly we can cater to the global advisory needs of Tier 1 financial institutions.â said Bob Skea, President, NorthStar Systems.