Released on = July 25, 2007, 8:08 am

Press Release Author = NorthStar Systems International

Industry = Financial

Press Release Summary = NorthStar 5.0 further enables firms to profitably grow
wealth management business

Press Release Body = San Francisco, CA - July 25, 2007 - NorthStar Systems
International (NorthStar), the leading provider of wealth management software to
financial services institutions, today introduced NorthStar 5.0, the latest version
of its award-winning advisor desktop. By streamlining wealth workflows, enabling
advisors to better manage clients and products, and leveraging CRM data, NorthStar
5.0 fundamentally improves the way advisors Acquire, Plan, Manage and Report on
client and prospect wealth. As a result, both advisors and firms can exceed client
expectations and increase assets under management.

Available on-premise or on-demand and as a suite or in modules, the scalable
software solution offers banks, trusts, broker-dealers, family offices and other
financial services providers a number of industry firsts that significantly advance
the efficiency and effectiveness of their wealth management businesses:
. First Straight Through Processing for Wealth ManagersT
. First enterprise-class, active Client Hierarchy
. First firm-wide Product Catalog, spanning all product types
. First entitlement-driven integration with firm's Customer Relationship Management
(CRM) system

"NorthStar 5.0 represents the industry's most robust, most progressive, best
practices-driven 360-degree client wealth management platform, providing advisors
with seamless, automated access to the tools and information they need to provide
high quality, compliant investment services," said Collin Cohen, president,
NorthStar. "NorthStar 5.0 is a major advancement-the combination of our pioneering
Client Hierarchy, an extensive yet easy to use Product Catalog, and flexible
entitlements approach allows advisors to multiply the amount of quality time they
can spend with clients and prospects."

NorthStar 5.0 world-class innovations include:

First Streamlined, Straight Through Wealth Management
By automating and streamlining the core advisory workflow process, NorthStar 5.0's
Straight Through Processing for Wealth Managers enables advisors to decrease their
administrative efforts by up to one-third. Specifically, NorthStar 5.0
automatically pulls investor profiling information into every step of the wealth
lifecycle, such as asset allocation, investment proposal and portfolio construction,
thereby eliminating data re-entry, improving advisor productivity, and ensuring
suitability of client portfolios.

First Enterprise-Class, Active Client Hierarchy
With this release, NorthStar has extended its flexible services-oriented
architecture to include the industry's first, enterprise-class active Client
Hierarchy, where advisors dynamically navigate a graphical, hierarchical
representation of a client's financial network including relationships, portfolios,
accounts, and products. The Client Hierarchy enables advisors to focus on real
decision-makers and take immediate action through NorthStar's signature 360-degree
client views.

First Firm-Wide Product Catalog
With this release, NorthStar helps advisors become "solution sellers" by providing
the industry's first firm-wide product catalog where advisors can access banking,
insurance and alternative investment vehicles. The Product Catalog includes a unique
Product Finder and Product Cart where advisors can locate, track and compare
financial instruments they are entitled to sell. Advisors become instant product
experts by uploading talking points and other marketing materials. Plus, the
NorthStar Product Catalog is always up-to-date given its ease of administration and
integration to market data.

First Entitlement-Driven CRM Integration
NorthStar 5.0 seamlessly passes client information, client service events,
entitlements, and security policies already set up in the firm's CRM system to
NorthStar. Once CRM is linked to NorthStar 5.0, advisors no longer need to be
trained on disparate applications nor re-key client data. They can focus on
converting and managing prospects and clients.

Other NorthStar 5.0 features include: configurable risk questionnaires, more
personalized investment proposals, richer portfolio analytics to identify compliant,
suitable products to recommend, and enhanced reporting.

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, Legg Mason, Merrill Lynch, Wachovia, BlackRock and
several national banks. NorthStar products, delivered either on-premise or
on-demand, enable firms and their advisors to dramatically improve productivity,
enhance client relationships and reduce compliance risk. Please visit the pioneer in
wealth management solutions at www.northstar.com.

Web Site = http://www.northstar.com

Contact Details = Christi Weidling, NorthStar
575 Market Street
14th Floor
San Francisco, CA 94105
415-344-6140
cweidling@northstar.com