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Webinar Helps Wealth Managers
Informational online seminar on how financial institutions can solve investment policy compliance issues to help reduce compliance risk and increase staff productivity
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San Francisco, CA (FPRC) May 30, 2007 -- Informational online seminar on how financial institutions can solve investment policy compliance issues to help reduce compliance risk and increase staff productivity.
What: Wealth management firms will learn about fulfilling their fiduciary responsibilities, top compliance software options now available, and a new integrated, automated approach to solving investment policy compliance issues.
Who: Speakers include:
* Bob Skea, NorthStar Chief Operating Officer, Worldwide Field Operations
* Ed Smith, Associate Vice President, Product Services Group – Infosys Technologies Banking and Capital Markets
When: June 6, 2007 at 10:00 a.m. PT/1:00 p.m. ET
Where: Visit northstar.com to register for this free webinar.
Why: Market trends have converged to create perfect compliance storm. For example, Reg. 9 and the overturned Merrill Lynch rule pressure wealth managers at banks, brokers-dealers, and trust companies to strictly adhere to clients’ investment preferences and risk tolerance.
In addition, the explosion of new alternative investments that affluent clients prefer increases advisor workloads since traditional systems handle compliance at an account not portfolio level. Most firms today must dedicate new resources or use technology to remain compliant without sacrificing their competitive edge or client services.
The webinar introduces a new solution that automatically builds investment policy compliance into the wealth management process, helping firms reduce regulatory risk, increase productivity, and gain competitive advantage.
Attendees will be able to sign up for a risk consultation.
About NorthStar Systems International
NorthStar is the leading provider of wealth management software to financial services institutions. It has a growing list of clients across market segments and sizes such as Charles Schwab, Citigroup, Legg Mason, Merrill Lynch, Wachovia and several national banks. NorthStar products, delivered either on-premise or on-demand, empower thousands of financial advisors and their teams with full lifecycle advisory capabilities to acquire, implement and manage client assets and liabilities in a compliant manner based on industry and firm best practices. Please visit the pioneer in wealth management solutions at www.northstar.com.
About Infosys Technologies Ltd.
Infosys (NASDAQ: INFY) defines, designs and delivers IT-enabled business solutions. These provide our clients with strategic differentiation and operational superiority, thereby increasing their competitiveness. Each solution we provide is delivered with the industry-benchmark “Infosys Predictability” that gives our clients peace of mind. With Infosys, they are assured of a transparent business partner, business-IT alignment with flexibility, world-class processes, speed of execution and the power to stretch their IT budget by leveraging the Global Delivery Model that Infosys pioneered. Infosys has more than 70,000 employees and 36 sales and marketing offices across 17 countries. For more information, visit www.infosys.com.
Send an email to Christi Weidling of Northstar
415-344-6140
Keywords:
Investment Policy, Financial Seminar, Wealth Management
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