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

With QPLIX as an innovation partner, banks can digitally transform portfolio management in their wealth business. We open a universe of opportunities and enable new business cases. Offer your clients a cutting-edge, digital experience. Manage non-bankable assets and assets at other banks for your most valuable clients. Scale your business and serve more clients with the given resources. As portfolio management software, our digital platform brings everything together, accounts and custodians, all asset classes investment guidelines, distribution across countries and currencies as well as ownership structures. No matter how complex, you always maintain a complete overview of the current total assets of each client and create valid analyses and forecasts. This enables you to improve your investment strategy, offer suitable products and increase the share of your wallet. QPLIX improves collaboration with your clients, within your team, and with external service providers.

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

Financial institutions searching for a solution to manage, streamline and improve their wealth business and investment strategies

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

QPLIX
Germany
www.qplix.com

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Categories

Categories

Integrations

Experian Connect

Integrations

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