Costarscorfinancial
|
TowerTechRules
|
|||||
Related Products
|
||||||
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
Tower is the TechRules leading financial software solution for wealth management. It is the answer to obtain a complete life cycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. Our tools empower advisors to get a whole picture of their clients and align with their strategy. This perspective reinforces the relationship between professionals of the financial industry and client bringing confidence and retaining them. TechRules staff is a highly expert group of people will deep knowledge in the fintech branch. They will assess our clients in their different needs in order to implement Tower in the real dimension for your entity. From the full software to some modules, Tower is the financial software solution for a demanding client that asks for high-level financial services.
|
|||||
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
|
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
|
|||||
Audience
Banks, institutions and companies seeking an investment administration platform to manage their operations
|
Audience
Organizations looking for an advanced Wealth Management solution
|
|||||
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
|
Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Not Supported
|
|||||
API
Offers API
Not Supported
|
API
Offers API
Not Supported
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
|
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
|
Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
|
|||||
Company Informationcorfinancial
Founded: 1996
United Kingdom
www.corfinancialgroup.com/financial-software-products/costars/
|
Company InformationTechRules
Founded: 1999
Spain
www.techrules.com/financial-software-tower/
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
|
|||||
Categories |
Categories |
|||||
Investment Management Features
Accounting Management
Not Supported
Benchmarking
Supported
Bonds / Stocks
Supported
Client Management
Supported
Commodities
Not Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Fund Management
Supported
Modeling & Simulation
Supported
Payroll & Commissions
Not Supported
Performance Metrics
Not Supported
Portfolio Management
Supported
Risk Management
Supported
|
||||||
Integrations
Experian Connect
Not Supported
|
||||||
|
|
|