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
Savvy merges innovative technology with extensive financial knowledge to provide you with enhanced freedom and reassurance. We are developing tech-centric wealth management solutions that offer a comprehensive perspective on your entire financial situation. Our skilled investment team performs ongoing portfolio assessments to support your advisory team in achieving your financial objectives. By simplifying everything from the onboarding experience to performance analytics, our technology ensures your advisor can dedicate more quality time to you. Savvy is composed of outstanding and experienced financial advisors located throughout the United States. Optimize every facet of your financial journey with client services designed for a more cohesive and efficient experience. In addition to retirement and estate planning, Savvy provides a diverse array of financial services such as tax strategy, alternative investments, direct indexing, and net worth monitoring, all while allowing you to access your accounts with unified advice and reporting. Our commitment is to empower you with the tools and resources necessary for informed financial decision-making.
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
Savvy
Country
United States
Website
www.savvywealth.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
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