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
InvestCloud, headquartered in California with an international footprint, specializes in top-tier digital financial solutions that are seamlessly integrated in the cloud. Our focus is on delivering elegantly designed client experiences alongside user-friendly operational solutions, all powered by our continually growing library of modular digital applications. Our unique methodology, known as Programs Writing Programs, facilitates the development of platforms, including InvestCloud itself. Additionally, both clients and third parties can utilize PWP and InvestCloud APIs to create tailored solutions that meet their specific needs. This adaptability ensures that we remain at the forefront of innovation in the financial technology space.
API Access
Has API
API Access
Has API
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
InvestCloud
Founded
2010
Country
United States
Website
www.investcloud.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
Product Features
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement