Fidest – Agenzia giornalistica/press agency

Quotidiano di informazione – Anno 31 n° 344

Global alliance: Finantix and NorthStar

Posted by fidest press agency su domenica, 13 giugno 2010

New York, London 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 (www.northstar .com/solutions.html ). 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.
Finantix is an established provider of client-centric solutions for financial advice, sales and service. The solutions help banks, insurers and wealth managers attract new customers and maximize the potential of existing ones. The Finantix advisory functionality is designed for multichannel delivery. Branch employees, agents, advisors and customers can access the application via browsers, mobile devices and tablets.  Finantix has offices across America, Asia and Europe, counting more than 50 clients in over 20 countries. The company is recognized by reputable market analysts and blue chip clients for both business and technical innovation in the industry. For more information, visit


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