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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Costars offers a comprehensive investment administration platform tailored for third-party administrators, fund supermarkets, wealth management firms, building societies, and retail banks. This multi-asset solution enhances client servicing and boosts sales channel engagement while facilitating the introduction of new products, such as fully automated ISA management. Furthermore, Costars includes essential management features to address the tax and regulatory needs of investors. It effectively organizes various instrument types into portfolios, which can be either wrapped or unwrapped, and makes them accessible through different distribution channels. The platform is capable of managing millions of portfolios and positions seamlessly, ensuring high throughput without facing scalability challenges. With both automated and manual trade entries, it provides current and historical portfolio valuations, automated checks for customer credit and ID verification, and maintains a thorough data and documentation audit trail. Additionally, Costars delivers comprehensive reporting and compliance functions, as well as deal validation, authorization, and pricing, ensuring that all aspects of investment administration are efficiently managed. This all-in-one solution empowers users to streamline their processes and improve overall operational effectiveness.

Description

Over the past ten years, the solution has developed a robust array of business line offerings and possesses a comprehensive set of features. It encompasses Front Office functionalities such as pre-deal assessments, real-time portfolio positions, cash flow management, and profitability tracking, alongside Back Office tasks including deal settlements, corporate action postings, MTM valuations, accounting, and NAV generation, thereby addressing the full spectrum of investment management needs. Additionally, FundSense, the business intelligence tool, streamlines the decision-making process, making it quicker, simpler, and more collaborative. Its user-friendly drag-and-drop capability facilitates the integration of data from various sources seamlessly. Users can design and access customized, interactive data visualizations and dashboards to enhance their decision-making experience. Furthermore, FundSense delivers rapid analytics and an engaging user experience directly on the user's desktop, significantly improving efficiency in operations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Experian Connect

Integrations

Experian Connect

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

corfinancial

Founded

1996

Country

United Kingdom

Website

www.corfinancialgroup.com/financial-software-products/costars/

Vendor Details

Company Name

Credence Analytics

Founded

1993

Country

India

Website

www.credenceanalytics.com/products/ideal-wealth-and-funds

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

Alternatives

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