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Accounting Technology, July, 2006
NorthStar has released its version 4.0 that is comprised of five solutions and empowers financial advisors and their teams with full lifecycle advisory capabilities to acquire, implement, and manage client assets in a holistic and compliant manner. The company says that sales and proposals, planning, product catalog and research, portfolio construction, and client wealth management solutions, as well as their modules, can be seamlessly integrated with each other to support functionality and phasing to meet specific challenges.
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