Costars

Costars

corfinancial
Tower

Tower

TechRules
+
+

Related Products

  • Sharesight
    566 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • eToro
    31,958 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • Planview AdaptiveWork
    714 Ratings
    Visit Website
  • Planview Portfolios
    200 Ratings
    Visit Website
  • LabWare LIMS
    113 Ratings
    Visit Website
  • Portfolio Manager
    3 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • QUODD
    1 Rating
    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

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
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

Organizations looking for an advanced Wealth Management solution

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

TechRules
Founded: 1999
Spain
www.techrules.com/financial-software-tower/

Alternatives

Alternatives

Summit

Summit

Summit Wealth Systems
PriceMetrix

PriceMetrix

McKinsey & Company
MoneyWare

MoneyWare

Miles Software (EbixCash)
Prospero Suite

Prospero Suite

FINARTIS

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 Tower and update features and information
Claim Tower and update features and information