New York, NY (PRWEB) November 17, 2010
NorthStar Systems International, a leading provider of wealth management software solutions, today announced that Sawtooth Asset Management, Inc. has selected the NorthStar Client Acquisition Solution to provide a robust Product Catalog and efficient Investment Proposals to better service their growing RIA clients.
Through their desire to provide a "best in class" offering to the growing needs of the RIA and regional banking markets, Sawtooth was looking for a technology partner that could provide the added value of a robust and efficient Investment Proposal generation system to their clients. The key criteria in the solution selection process was balanced across ease of use, rich client document output, workflow efficiency, and the ability to quickly add and integrate to down-stream applications and functionality as Sawtooth grows its client base.
"The NorthStar Client Acquisition Solution enables Sawtooth to provide rich and purposeful investment proposals to our RIA clients in an efficient and robust manner. The solution's flexible approach, based on industry leading practices that NorthStar has gleaned from years of working with top wealth management firms, will enable Sawtooth to provide a truly differentiated and market leading solution to our clients. Of course, the ability to add functionality that will satisfy our client base as we continue to grow, was very important." cited Sawtooth CEO Brad Pries.
"The growth that we are witnessing in the RIA space due to the breakaway assets and advisors from large wire houses is remarkable." , said William Entwistle, SVP of Sales and Marketing at NorthStar. "NorthStar is delighted to have been chosen by Sawtooth as a technology solution partner. Firms like Sawtooth that are committed to providing industry leading capabilities that empower their advisors to efficiently and compliantly provide advice to anxious high net worth clients will continue to attract top advisors and relationship owners. NorthStar's experience over the last 10 years working with large complex wealth enterprises has uniquely positioned NorthStar's SaaS solutions as an obvious choice for those RIA firms that are looking to differentiate themselves in a competitive and rapidly growing market segment."
The NorthStar Client Acquisition Solution is delivered in a Software-as-a-Service model or on-premise. . For more information, visit http://northstar.com/client_acquisition.html.
About NorthStar Systems International
NorthStar is a leading provider of wealth management software that enables firms to dramatically improve productivity and drive profitability. Industry leaders use NorthStar to automate and streamline their wealth management workflows with NorthStar Desktop, NorthStar Client Acquisition Solution, NorthStar Client Reporting Solution, NorthStar Compliance Solution, and NorthStar Product Catalog Solution. For more information about NorthStar, its premier clients and award-winning software, visit http://www.northstar.com.
About Sawtooth, LLC.
Sawtooth Asset Management, Inc. is a managed account platform provider that delivers global tactical portfolio management with a strict adherence to conditional portfolio modeling and investment management processes. We seek exceptional risk-adjusted performance (alpha) through the use of individually managed accounts. We are multi-custodial and available on various B/D Platforms.
William Entwistle, SVP Sales & Marketing