(Wide) Open Architecture Multiple open architecture custodians available
It's not enough for us to offer a single open architecture platform; rather we represent multiple platforms. So if you have an existing wealth management custodial relationship, we'll fit right in.
INVESTMENTS WE SUPPORT
No reason to stop at mutual funds.
- Money market deposit accounts
- Self-directed brokerage accounts
- Unitized accounts
- Company stock
We'll integrate with your software providers to provide for data flow between systems. Contact us to hear about existing integrations!
Retirement Readiness Analysis See aggregate plan data for your book of business
BlueStar provides advisors with the tools they need to monitor their clients and offer quality service. BlueStar's dashboard offers complete retirement readiness visibility for the entire plan.
Engage Participants Customized Communication Campaigns
BlueStar has all the tools necessary to execute data-driven customized communication campaigns to participants, from the core actionable data, to templated communications, and a messaging delivery system. When you want to go the extra mile to engage plan participants, we have you covered.