Costars

Costars

corfinancial
+
+

Related Products

  • Sharesight
    541 Ratings
    Visit Website
  • Dynamo Software
    68 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • eToro
    30,846 Ratings
    Visit Website
  • LabWare LIMS
    113 Ratings
    Visit Website
  • Portfolio Manager
    3 Ratings
    Visit Website
  • CoinStats
    101,065 Ratings
    Visit Website
  • Planview Portfolios
    202 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Coinbase
    10 Ratings
    Visit Website

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

Farsight AI is an AI-driven financial workflow automation platform built to help investment banking, private equity, hedge funds, wealth management, and other finance teams automate and accelerate core, high-value work that historically has been manual, repetitive, and time-consuming. It uses advanced AI agents to generate complete, client-ready deliverables, including valuation models, pitch decks, investment committee memoranda, research write-ups, buyer and seller lists, and strategic insights, tailored to a firm’s historical work style, brand, and voice rather than producing generic fragments. Farsight automates end-to-end workflows directly inside familiar tools like Excel, PowerPoint, and Outlook, cutting hours or days of manual formatting, data assembly, and drafting down to minutes while preserving institutional standards and security.

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

Finance professionals and teams that want to automate complex financial workflows and produce high-quality deliverables faster and more efficiently

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

Farsight
Founded: 2022
United States
www.farsight-ai.com

Alternatives

Alternatives

Write-Up

Write-Up

TJPS Software
Qval

Qval

S&P Global
Prospero Suite

Prospero Suite

FINARTIS
Fusion Invest

Fusion Invest

Finastra
FundCount

FundCount

FundCount Americas

Categories

Categories

Integrations

Experian Connect
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint

Integrations

Experian Connect
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Claim Costars and update features and information
Claim Costars and update features and information
Claim Farsight and update features and information
Claim Farsight and update features and information