Costars

Costars

corfinancial
PureFunds

PureFunds

Puritas
+
+

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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

Providing an integrated transfer agency solution with automated dealing and share register features for global fund managers and administrators. Choose an integrated transfer agency solution that offers tangible benefits for global fund managers and administrators. Our intuitive, responsive and fully integrated portfolio and investment management platform allows the easy scaling of business with confidence through efficient processing of subscriptions, redemptions, distributions and transfers, and updating of investor register. Possessing a high level of automation via the client Investor Portal along with integration with third-party products including Calastone, EMX and World-Check. Production of all key output dealing, valuation and transaction statements, and distribution advices are automated. All portfolio information and documents are sync’d in real time or periodically as specified.

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

Global fund management and administrators seeking a solution to manage their business 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

$1500 per month
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

Puritas
Founded: 2006
Jersey
puritas.co.uk/purefunds/

Alternatives

Alternatives

PFS-Paxus

PFS-Paxus

Pacific Fund Systems
Prospero Suite

Prospero Suite

FINARTIS

Categories

Categories

Hedge Fund Features

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Integrations

Experian Connect

Integrations

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