Finantix and NorthStar announce global alliance

14 June 2010

Finantix, an established provider of advice, sales and service solutions for banks and wealth managers, and NorthStar, a leading provider of wealth management software solutions, today announced a strategic alliance and a global co-marketing agreement. This initiative includes the combination of complementary functionality as well as global distribution of the joint offering.

Finantix’s CRM tools and the recently released iPad and iPhone apps for wealth management will be offered together with NorthStar’s 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.

“NorthStar’s 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.” said Alessandro Tonchia, founder and director of Finantix.

“Finantix 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.” said Bob Skea, President, NorthStar Systems.


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