Costars

Costars

corfinancial
Costars Croesus

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Costars:

About

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.
Croesus:

About

User-friendly, high performance and innovative, our portfolio management solution Croesus Advisor features advanced tools to securely and efficiently manage client assets for wealth management advisors. Croesus Central provides straightforward, tailored, and seamless portfolio rebalancing. It is reliable and flexible to give you more time for client-facing activities and business development while ensuring compliance with client and regulatory constraints. Send financial data easily and securely using Croesus’s application programming interfaces (APIs). Croesus has been a standout provider in the wealth management industry since 1987. It’s no surprise then that so many brokerages and banks trust us in managing over 1 trillion dollars in client assets. Adapted to your reality, our products are extremely user-friendly without compromising performance or efficiency.
Costars:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Croesus:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Costars:

Audience

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

Audience

Companies and enterprises in need of a wealth management solution
Costars:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Croesus:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Costars:

API

Offers API Not Supported
Croesus:

API

Offers API Not Supported
Costars:

Screenshots and Videos

Croesus:

Screenshots and Videos

Costars:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Croesus:

Pricing

$377 per month
Free Version Not Supported
Free Trial Not Supported
Costars:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Croesus:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Costars:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
Croesus:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported
Costars:

Company Information

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

Company Information

Croesus
Founded: 1987
Canada
www.croesus.com
Costars:

Alternatives

Croesus:

Alternatives

Summit

Summit

Summit Wealth Systems
Costars:
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Costars:

Categories

Croesus:

Categories

Croesus:

Investment Management Features

Accounting Management Not Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Supported
Risk Management Not Supported
Costars:

Integrations

Experian Connect Supported
Croesus:

Integrations

Experian Connect Not Supported
Costars:
Claim Costars and update features and information
Claim Costars and update features and information
Croesus:
Claim Croesus and update features and information
Claim Croesus and update features and information