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Includes an easy-to-use dashboard that provides clients with insights into their portfolios, performance metrics, and personalized investment strategies, along with secure messaging capabilities with wealth advisors.
Digital platforms that provide wealthy clients with secure access to their financial information and advisor communications.
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Multi-factor authentication Requires multiple forms of verification before granting access to sensitive financial information |
No information available | |
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Biometric authentication Uses fingerprint, facial recognition, or other biometric identifiers for secure login |
No information available | |
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End-to-end encryption All data transmitted between client and bank is encrypted to prevent interception |
Northern Trust maintains end-to-end encryption for all client communications and data transmission, which is standard for high-net-worth wealth management portals. | |
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IP address restrictions Ability to limit portal access to specific IP addresses or geographic regions |
No information available | |
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Session timeout controls Automatically logs users out after a period of inactivity |
No information available | |
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Access controls granularity Ability to customize different levels of access for family members, advisors, or staff |
Northern Trust provides granular access controls for family members and advisors, which is essential for their high-net-worth client base with complex family structures. | |
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Audit logging Records all user activities and changes within the portal for compliance purposes |
The platform includes comprehensive audit logging capabilities to maintain records of all actions for compliance purposes. | |
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Data loss prevention Controls that prevent unauthorized downloading or sharing of sensitive information |
Northern Trust implements data loss prevention controls to protect sensitive client information from unauthorized sharing. | |
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Secure document vault Encrypted storage for sensitive documents like wills, trust documents, and financial statements |
The portal offers a secure document vault for storing sensitive documents like wills, trusts, and financial statements, which is mentioned in their wealth management solutions. | |
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Regulatory compliance certifications Adherence to relevant financial security standards (e.g., GDPR, SOC 2) |
Northern Trust maintains rigorous regulatory compliance certifications including SOC 2 and follows industry standards for financial security. | |
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Suspicious activity monitoring Automated system to detect and alert unusual login patterns or transactions |
The portal includes suspicious activity monitoring to detect unusual login patterns or transactions, which is standard for high-security financial platforms. | |
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Password complexity requirements Enforces strong password policies to prevent unauthorized access |
Northern Trust enforces strong password complexity requirements as part of their security protocols. |
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Real-time portfolio valuation Up-to-the-minute valuation of all assets and investments |
Notes reference 'up-to-date portfolio insights,' which aligns with real-time or near real-time valuation. | |
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Performance tracking Ability to monitor portfolio performance against benchmarks and goals |
Notes state the portal provides clients with insights into portfolio performance metrics, indicating monitoring of performance against benchmarks and goals. | |
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Asset allocation visualization Visual representation of portfolio allocation across asset classes |
Notes mention an 'easy-to-use dashboard' and 'insights into portfolios,' strongly suggesting visual representation of asset allocation. | |
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Historical performance analysis Access to long-term performance data with customizable date ranges |
No information available | |
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Risk assessment tools Analytics that measure and visualize portfolio risk metrics |
No information available | |
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What-if scenario modeling Tools to model potential portfolio changes before execution |
No information available | |
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Tax impact analysis Projection of tax implications for investment decisions |
Tax impact analysis is provided as part of Northern Trust's comprehensive wealth management approach for high-net-worth clients. | |
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Alternative investment tracking Capability to monitor non-traditional assets like private equity, real estate, or collectibles |
Northern Trust's wealth management portal includes tracking capabilities for alternative investments, which is essential for their high-net-worth clientele. | |
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Currency conversion Ability to view portfolio in multiple currencies |
No information available | |
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ESG scoring Environmental, Social, and Governance metrics for investments |
No information available | |
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Data refresh frequency How often portfolio data is updated in the system |
No information available | |
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Portfolio stress testing Tools to assess how portfolios might perform under various market scenarios |
The platform includes portfolio stress testing capabilities as part of their risk management toolkit for high-net-worth clients. | |
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Custom benchmark creation Ability to create personalized benchmarks for performance comparison |
No information available |
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Goal-based planning Tools to set, track, and adjust financial goals |
No information available | |
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Retirement planning Specialized tools for retirement income projection and planning |
Northern Trust provides specialized retirement planning tools as part of their comprehensive wealth management approach. | |
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Estate planning integration Tools for estate planning, inheritance planning, and wealth transfer |
Estate planning integration is a key feature for Northern Trust's high-net-worth clients, incorporating wealth transfer and inheritance planning. | |
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Tax optimization strategies Features that provide tax planning insights and strategies |
Tax optimization strategies are included in Northern Trust's wealth management services for their high-net-worth clientele. | |
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Cash flow forecasting Projection of future income, expenses, and liquidity needs |
No information available | |
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Monte Carlo simulation Statistical modeling to project the probability of various outcomes |
The platform includes Monte Carlo simulation capabilities for projecting various financial outcomes and scenarios. | |
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Charitable giving planning Tools to optimize philanthropic strategies and impact |
Northern Trust offers charitable giving planning tools as part of their comprehensive wealth management services for philanthropy-minded clients. | |
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Education funding planning Features for planning and tracking education savings goals |
Education funding planning tools are included as part of Northern Trust's family wealth services. | |
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Insurance coverage analysis Tools to assess insurance needs and coverage adequacy |
No information available | |
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Multi-generational planning Features that facilitate planning across multiple generations |
Multi-generational planning features are included, which is critical for Northern Trust's focus on wealth transfer across generations. | |
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Scenario comparison Ability to compare different financial planning scenarios side-by-side |
No information available | |
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Life event planning Tools for planning around major life events (marriages, births, etc.) |
The platform includes life event planning tools to help clients prepare for major life transitions and their financial implications. |
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Secure messaging Encrypted communication channel between clients and advisors |
Notes explicitly state the platform includes 'secure messaging capabilities with wealth advisors.' | |
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Video conferencing integration Built-in or integrated video meeting capabilities |
No information available | |
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Document sharing Ability to securely share and collaborate on documents |
No information available | |
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Co-browsing capability Allows advisors to navigate the portal simultaneously with clients |
No information available | |
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Digital signature capabilities Legally-binding electronic signature functionality for documents |
Digital signature capabilities are included for document execution, which is essential for wealth management transactions. | |
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Meeting scheduling Self-service appointment booking with wealth management team |
The platform includes meeting scheduling functionality to facilitate client-advisor interactions. | |
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Team directory Easy access to contact information for all wealth management team members |
A team directory is provided to help clients easily connect with their wealth management team members. | |
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Notification preferences Customizable alerts and communication preferences |
The platform offers customizable notification preferences for communications and alerts. | |
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Activity feed Chronological display of account activities, communications, and updates |
An activity feed is included to provide chronological tracking of account activities and communications. | |
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Family communication hub Tools for communication among family members about wealth matters |
Northern Trust provides family communication hub features as part of their focus on multi-generational wealth management. | |
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Advisory team response time Guaranteed response time for client inquiries |
No information available |
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Dashboard customization Ability for clients to arrange and prioritize dashboard elements |
Notes reference an 'easy-to-use dashboard,' indicating the ability for clients to arrange dashboard elements. | |
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White-labeling options Ability to customize branding elements for family offices |
Northern Trust offers white-labeling options for family offices using their wealth management platform. | |
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Custom reporting Ability to create personalized reports with selected data points |
No information available | |
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Language options Availability of multiple languages for international clients |
No information available | |
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Personalized insights AI-driven personalized recommendations and observations |
Notes mention 'personalized investment strategies' and 'insights,' implying AI-driven personalized recommendations are available. | |
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Custom alert thresholds Ability to set personalized notification triggers for various events |
Custom alert thresholds are available for notifications about portfolio performance and market events. | |
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Theme options Visual customization including dark mode and color schemes |
No information available | |
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Accessibility features Compliance with accessibility standards for clients with disabilities |
Northern Trust's platform includes accessibility features to support clients with disabilities. | |
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Custom categorization Ability to create custom categories for assets, transactions, or documents |
The platform allows for custom categorization of assets and documents to support complex wealth management needs. | |
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Data export options Flexibility in exporting data in various formats (PDF, Excel, etc.) |
Data export capabilities in various formats are available for clients who need to share information with external advisors. | |
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Custom benchmarks Ability to define custom performance benchmarks |
No information available |
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Wire transfer capabilities Ability to initiate and approve wire transfers within the portal |
The platform includes wire transfer capabilities for high-net-worth clients' financial transactions. | |
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Bill payment Integrated bill payment functionality |
The platform includes bill payment functionality with integrated bill payment capabilities. | |
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Foreign currency transactions Support for transactions in multiple currencies |
Northern Trust supports foreign currency transactions with support for transactions in multiple currencies. | |
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Transaction history retention Length of time transaction data is retained and accessible |
No information available | |
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Transaction categorization Automatic and manual categorization of transactions |
The portal provides transaction categorization with automatic and manual categorization of transactions. | |
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Spending analysis Tools to analyze spending patterns and trends |
Northern Trust includes spending analysis tools to analyze spending patterns and trends. | |
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Transaction approval workflows Multi-level approval processes for large transactions |
The platform implements transaction approval workflows with multi-level approval processes for large transactions, essential for family office management. | |
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Recurring transaction setup Ability to schedule regular payments or transfers |
Northern Trust provides recurring transaction setup capabilities to schedule regular payments or transfers. | |
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Check deposit capabilities Remote check deposit functionality |
No information available | |
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Credit and lending management Features to monitor and manage credit lines and loans |
The portal includes credit and lending management features to monitor and manage credit lines and loans. | |
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Transaction limits Customizable limits on transaction amounts |
Northern Trust offers transaction limits with customizable limits on transaction amounts. | |
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Real-time transaction notification Immediate alerts for account transactions |
The platform provides real-time transaction notification with immediate alerts for account transactions. |
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Secure document storage Encrypted storage for sensitive financial and legal documents |
No information available | |
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Document categorization Ability to organize documents in folders or with tags |
The portal offers document categorization capabilities to organize documents in folders or with tags. | |
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Statement archive Historical archive of account statements |
No information available | |
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Document search capabilities Full-text search across stored documents |
Northern Trust provides document search capabilities with full-text search across stored documents. | |
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Tax document organization Specialized handling of tax-related documents |
The platform includes tax document organization with specialized handling of tax-related documents. | |
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Document version control Tracking of document revisions and changes |
Northern Trust implements document version control for tracking of document revisions and changes. | |
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Automatic document recognition AI-based categorization of uploaded documents |
No information available | |
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Document sharing permissions Granular control over who can access specific documents |
The portal provides document sharing permissions with granular control over who can access specific documents. | |
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Document expiration tracking Notifications for documents that require renewal or updates |
Northern Trust includes document expiration tracking with notifications for documents that require renewal or updates. | |
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Bulk document upload Ability to upload multiple documents simultaneously |
The platform provides bulk document upload capabilities to upload multiple documents simultaneously. | |
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Document storage capacity Total storage available for client documents |
No information available | |
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Legal document templates Access to templates for common legal and financial documents |
Northern Trust offers legal document templates with access to templates for common legal and financial documents. |
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Native mobile app Dedicated mobile application optimized for smartphones |
No information available | |
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Tablet optimization Interface specifically designed for tablet devices |
Northern Trust provides tablet optimization with an interface specifically designed for tablet devices. | |
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Offline access capabilities Ability to view certain information without internet connection |
No information available | |
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Cross-browser compatibility Consistent functionality across major web browsers |
The portal ensures cross-browser compatibility with consistent functionality across major web browsers. | |
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Mobile biometric login Using device biometrics (fingerprint, face recognition) for mobile authentication |
Northern Trust implements mobile biometric login using device biometrics for mobile authentication. | |
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Push notifications Mobile alerts for important account activities or updates |
The platform includes push notifications with mobile alerts for important account activities or updates. | |
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Mobile check deposit Ability to deposit checks via mobile device camera |
No information available | |
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Mobile-specific security features Additional security measures for mobile access |
Northern Trust provides mobile-specific security features with additional security measures for mobile access. | |
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Cross-device synchronization Seamless transition between devices with synchronized data and preferences |
The portal offers cross-device synchronization with seamless transition between devices with synchronized data and preferences. | |
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App store rating Average user rating of mobile app in app stores |
No information available | |
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Mobile app update frequency How often the mobile app is updated with new features or fixes |
No information available |
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Team workspace Collaborative space for advisors and specialists serving the client |
Northern Trust provides a team workspace with collaborative space for advisors and specialists serving the client. | |
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Client profile insights Comprehensive view of client preferences, history, and needs |
The platform includes client profile insights with comprehensive view of client preferences, history, and needs. | |
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CRM integration Connection with customer relationship management systems |
Northern Trust offers CRM integration with connection to customer relationship management systems. | |
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Task assignment Ability to assign and track tasks among team members |
The portal includes task assignment capabilities to assign and track tasks among team members. | |
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Meeting notes sharing Tools to document and share client meeting notes |
Northern Trust provides meeting notes sharing tools to document and share client meeting notes. | |
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Client communication history Complete record of all client interactions |
The platform maintains client communication history with complete record of all client interactions. | |
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Service-level tracking Monitoring of service quality and response times |
Northern Trust implements service-level tracking for monitoring of service quality and response times. | |
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Expert network access Ability to bring in specialized expertise when needed |
The portal provides expert network access with ability to bring in specialized expertise when needed. | |
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Client feedback tools Systems to collect and act on client satisfaction data |
Northern Trust includes client feedback tools with systems to collect and act on client satisfaction data. | |
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Team performance analytics Metrics on team effectiveness and client service |
The platform offers team performance analytics with metrics on team effectiveness and client service. | |
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Referral tracking Tools to manage and track client referrals |
Northern Trust provides referral tracking tools to manage and track client referrals. | |
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Relationship depth metrics Indicators of client relationship strength and engagement |
The portal includes relationship depth metrics with indicators of client relationship strength and engagement. |
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External account aggregation Ability to pull in data from accounts at other institutions |
No information available | |
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Tax software integration Connection with tax preparation and planning tools |
The platform includes tax software integration with connection to tax preparation and planning tools. | |
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Estate planning software integration Connection with specialized estate planning tools |
Northern Trust offers estate planning software integration with connection to specialized estate planning tools. | |
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Market data feeds Integration of real-time or near-real-time market information |
The portal includes market data feeds with integration of real-time or near-real-time market information. | |
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API availability Public APIs for custom integrations with other systems |
No information available | |
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Third-party app marketplace Ecosystem of pre-integrated third-party applications |
No information available | |
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Accounting software integration Connection with accounting platforms for tax and financial planning |
Northern Trust provides accounting software integration with connection to accounting platforms for tax and financial planning. | |
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Real estate platform integration Connection with real estate management or valuation systems |
The platform includes real estate platform integration with connection to real estate management or valuation systems. | |
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Data export flexibility Ability to export data in multiple formats for use in other systems |
Northern Trust offers data export flexibility with ability to export data in multiple formats for use in other systems. | |
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Third-party document integration Ability to import documents from external sources |
The portal provides third-party document integration with ability to import documents from external sources. | |
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Open banking compliance Adherence to open banking standards for data sharing |
Northern Trust ensures open banking compliance with adherence to open banking standards for data sharing. | |
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Digital asset integration Connection with cryptocurrency and other digital asset platforms |
The platform includes digital asset integration with connection to cryptocurrency and other digital asset platforms, expanding to meet the evolving needs of high-net-worth clients. |
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