Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Farsight AI is an innovative platform that leverages artificial intelligence to streamline financial workflows, specifically designed for sectors like investment banking, private equity, hedge funds, and wealth management. This technology automates the traditionally labor-intensive and repetitive tasks, enabling finance teams to focus on high-value activities. By employing sophisticated AI agents, Farsight generates comprehensive, client-ready documents such as valuation models, pitch decks, investment committee memos, research reports, and tailored strategic insights that reflect the unique style and voice of each firm, rather than delivering generic outputs. Furthermore, it seamlessly integrates into commonly used applications like Excel, PowerPoint, and Outlook, drastically reducing the time spent on manual formatting, data compilation, and drafting from hours or even days to mere minutes, while maintaining the necessary institutional standards and ensuring data security. This transformative approach not only enhances productivity but also allows teams to achieve a higher level of efficiency and precision in their financial operations.
API Access
Has API
API Access
Has API
Integrations
Experian Connect
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Integrations
Experian Connect
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
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
Farsight
Founded
2022
Country
United States
Website
www.farsight-ai.com
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