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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

etops Asset Manager Pro is a powerful portfolio management platform built to support European asset managers, investment firms, and custodians in navigating complex financial operations. It delivers an end-to-end solution that integrates portfolio management, order execution, and compliance into a single streamlined system. The platform provides advanced analytics and risk management tools, enabling users to monitor performance, assess exposure, and make data-driven investment decisions. It includes automated compliance monitoring to ensure adherence to evolving European regulations, including detailed reporting requirements such as BaFin. With straight-through processing, etops Asset Manager Pro enhances operational efficiency by reducing manual intervention and improving workflow control. The system also offers seamless connectivity to capital markets, allowing for efficient trade execution with minimal latency. Its flexible architecture supports both standard and customized workflows to meet specific business needs. Automation features help reduce operational costs while improving accuracy and scalability. The platform is designed to deliver high performance in complex investment environments. It empowers financial institutions to optimize operations while maintaining regulatory compliance. Ultimately, etops Asset Manager Pro provides a reliable and efficient solution for modern asset management.

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

Etops

Country

Switzerland

Website

www.etops.com/products/etops-asset-manager-pro/

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

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