Costars

Costars

corfinancial
GoDigital

GoDigital

Optimum Financial Solutions
+
+

Related Products

  • Sharesight
    566 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • eToro
    31,115 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • LabWare LIMS
    113 Ratings
    Visit Website
  • Portfolio Manager
    3 Ratings
    Visit Website
  • Planview Portfolios
    201 Ratings
    Visit Website
  • QUODD
    1 Rating
    Visit Website
  • NaviPlan
    Visit Website
  • Planview Software Product Delivery
    2 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

A complete white-labelled solution to manage and grow your mutual fund business efficiently. GoDigital comes with your own personalised business name website and mobile app. This cloud-based solution is in collaboration with Kotak Mutual Fund. Stay ahead in the market by not only using a software business solution but with the advantage of your brand value. Grow your brand, grow your business. You and your clients will download your brand name App. The app is secured with PIN based login feature to ease of use. Your clients can check their's and their family members portfolio in one single account. Check reports and SIP alerts too. You too can check your business, check reports for your clients. You can initiate transactions for your clients from the App. Your clients too can transact from the app. You can restrict redemption and switch for them.

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

Businesses in need of a white-labelled solution to manage and grow their mutual fund business 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

Optimum Financial Solutions
India
optimumfintech.com

Alternatives

Alternatives

FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
Fundamental Portfolio Manager

Fundamental Portfolio Manager

Fundamental Software
PackHedge™

PackHedge™

FinLab Solutions SA
Prospero Suite

Prospero Suite

FINARTIS
VISE

VISE

Vise

Categories

Categories

Investment Management Features

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

Integrations

Experian Connect

Integrations

Experian Connect
Claim Costars and update features and information
Claim Costars and update features and information
Claim GoDigital and update features and information
Claim GoDigital and update features and information