Costars

Costars

corfinancial
+
+

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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.

About

Connecting alternative asset managers and distribution partners with powerful digital tools for pre-sales & reporting. Digitize and market funds across multiple channels at scale, with low impact on internal teams. Digitise fund data once and distribute automatically in a standard format to multiple endpoints including distribution partners, LPs, and public websites. Accelerate time to market, eliminating months of manual effort per fund annually inputting product updates and reporting. Use Daphne as a definitive data source to instantly populate routine fund reports in Microsoft Office, allowing you to scale your business without adding operational burden and while reducing the risk of errors. Publish your products directly to our growing ecosystem of investment consultant partners and we'll make sure your fund data is always up-to-date in their databases, to maximize your sales opportunities.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Aset managers requiring a solution to simplify and streamline their fund diligence and reporting operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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

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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

Daphne
Founded: 2022
United Kingdom
www.getdaphne.com

Alternatives

Alternatives

Anduin Fund Subscription

Anduin Fund Subscription

Anduin Transactions
FundCentre Reporting

FundCentre Reporting

SS&C Intralinks
AdvisorWare

AdvisorWare

SS&C Technologies
Prospero Suite

Prospero Suite

FINARTIS
ARGUS Taliance

ARGUS Taliance

Altus Group

Categories

Categories

Integrations

Experian Connect
Microsoft Office 2024

Integrations

Experian Connect
Microsoft Office 2024
Claim Costars and update features and information
Claim Costars and update features and information
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Claim Daphne and update features and information