Costars

Costars

corfinancial
OpenSolution

OpenSolution

Openfinance
Costars OpenSolution

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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.
OpenSolution:

About

OpenSolution by Openfinance is a comprehensive wealth management platform that covers the entire life cycle of managing client assets. This modular, no-code solution allows financial institutions to automate portfolio management, reporting, advisory services, and more. By ensuring regulatory compliance from start to finish, OpenSolution helps businesses manage risk, enhance client satisfaction, and optimize their commercial activities. With flexible integration options, clients can customize the platform to meet their unique needs while benefiting from powerful tools for managing portfolios, assets, and client interactions.
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
OpenSolution:

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
OpenSolution:

Audience

Wealth management firms, financial advisors, investment fund managers, and financial institutions looking for a customizable, no-code solution to automate portfolio management, ensure compliance, and enhance client service
Costars:

Support

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

Support

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

API

Offers API Not Supported
OpenSolution:

API

Offers API Not Supported
Costars:

Screenshots and Videos

OpenSolution:

Screenshots and Videos

Costars:

Pricing

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

Pricing

No information available.
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

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

Review this Software
OpenSolution:

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
OpenSolution:

Training

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

Company Information

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

Company Information

Openfinance
Founded: 2002
Spain
openfinance.es/index.php/en/explore-opensolution/
Costars:

Alternatives

OpenSolution:

Alternatives

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Costars:
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Costars:
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Costars:
OpenSolution:
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
Costars:

Categories

OpenSolution:

Categories

Wealth Management Supported
Costars:

Integrations

Experian Connect Supported
Vertalo Not Supported
OpenSolution:

Integrations

Experian Connect Not Supported
Vertalo Supported
Costars:
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OpenSolution:
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