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Northstar Financial Uses Smarsh to Stay Connected to What Matters Most – Customers

Faced with setting up a new compliance system while executing an aggressive company growth plan — all in the midst of a global pandemic — Northstar Financial Companies turned to Smarsh. The small Registered Investment Advisor needed a reliable compliance solution it could execute easily. Since implementing Smarsh, Northstar is now confident in its compliance and can spend more time serving customers.