Northstar

Northstar is a financial wellness platform designed to assist employees in maximizing their employer-provided benefits and making informed financial decisions based on their individual goals. The platform offers personalized financial guidance, ensuring that employees have access to expert advice tailored to their unique financial situations. This comprehensive approach not only enhances employee financial literacy but also helps organizations improve employee engagement and retention by addressing financial concerns that may affect job performance and satisfaction.

Northstar provides a suite of solutions that includes unlimited access to Certified Financial Planners® (CFP®) via chat, phone, and video. This enables employees to receive personalized, one-on-one guidance to navigate complex financial decisions, including those related to benefits utilization, retirement planning, and investment strategies. The platform also includes innovative financial tools that empower employees to set and achieve financial goals, supported by educational resources developed by Northstar Advisors.

A key feature of Northstar is its global reach; the platform is available in 46 countries, offering consistent financial advisor access and product experience customized for local regulations, cultures, and benefits. This ensures that employees worldwide receive relevant and effective financial advice, regardless of their location. Northstar has formed partnerships with several innovative employers who trust the platform to improve their teams' financial wellness.

Northstar's technical capabilities include a robust, cloud-based infrastructure that supports seamless access to financial advisors and tools, ensuring high availability and security. The platform is designed to integrate with existing employee benefit systems, providing a smooth user experience. Northstar's integration options include APIs for data connectivity and partnerships with various ecosystem players to enhance the platform's functionality and reach.