INVESTMENT MANAGEMENT NEWSFLASHES
Northstar Capital Management Selects Cainsoft
Northstar Capital Management, a wealth-management firm, recently selected Cainsoft's Managed Asset Reporting Systems (MARS) to improve functionality in composite management, institutional database reporting, customized client presentations and ad-hoc report generation.
"Shortly after implementing the system, we began to see immediate results -- our account population is completely organized, and we've been able to proactively identify and resolve data errors before they turn into problems," said Meg Rogers, vice president at Northstar Capital Management, in a press release.
Rogers claims the Cainsoft system's Composite Management function alone saved the firm several weeks of preparation for its AIMR Verification, and she anticipates a continuous rise in ROI in the future.
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