Audience

Banks, institutions and companies seeking an investment administration platform to manage their operations

About Costars

A fully integrated investment administration platform for third party administrators (TPAs), fund supermarkets, wealth management providers, building and friendly societies, and retail banks. Costars is a multi-asset investment administration solution that automates and improves client servicing, sale-channel uptake and the adoption of new products, including fully automated ISA management. Costars also provides management functionality for tax and regulatory requirements for underlying investors. Instrument types are packaged into portfolios, whether wrapped or unwrapped and are available across varying distribution channels. Handle millions of portfolios and positions with high throughput without scalability issues. With automated and manual trade input, present and historic portfolio valuations, automated customer credit and ID checks, data and documentation audit trail, full reporting and compliance, deal validation/authorization and pricing, everything is covered.

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Integrations

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Company Information

corfinancial
Founded: 1996
United Kingdom
www.corfinancialgroup.com/financial-software-products/costars/

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Videos
Support
Phone Support
Online

Costars Frequently Asked Questions

Q: What kinds of users and organization types does Costars work with?
Q: What languages does Costars support in their product?
Q: What kind of support options does Costars offer?
Q: What other applications or services does Costars integrate with?
Q: What type of training does Costars provide?

Costars Product Features

Investment Management

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