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What is Costars?

Costars provides an all-encompassing investment administration platform specifically designed for third-party administrators, fund supermarkets, wealth management firms, building societies, and retail banks. This versatile multi-asset solution not only enhances client service but also increases engagement across sales channels while enabling the launch of innovative products like fully automated ISA management. Moreover, Costars incorporates vital management tools to meet the tax and regulatory requirements of investors, efficiently organizing diverse instrument types into either wrapped or unwrapped portfolios accessible through various distribution avenues. The platform is adept at handling millions of portfolios and positions without compromising on throughput or scalability. It supports both automated and manual trade entries, offering up-to-date and historical portfolio valuations while performing automated checks for customer credit and identity verification and providing a detailed audit trail of data and documentation. In addition, Costars features extensive reporting and compliance functionalities alongside deal validation, authorization, and pricing mechanisms, ensuring efficient management of all facets of investment administration. Ultimately, this integrated solution enables users to optimize their workflows and significantly enhance overall operational efficiency. With its robust capabilities, Costars stands out as a vital resource for organizations looking to streamline investment processes and provide superior service to their clients.

What is Arbor Order Management?

With the continuous evolution of various asset classes and their alternatives, the complexity of investment workflows is increasing, making it vital for investment offices to improve their operational efficiency through the automation of administrative duties associated with their fundamental tasks. In response to this demand, we have created the Arbor Trade Order Management System, a robust software solution crafted to enhance your investment and trading operations, allowing you to focus more on strategic decisions rather than administrative and compliance tasks. Our cutting-edge technology provides a detailed one-page snapshot of all orders related to the funds in our Portfolio Management System, which incorporates compliance reporting alongside both real-time and historical order analysis, equipping you with the necessary insights to make well-informed choices. Furthermore, adopting this system enables investment offices to substantially minimize the risk of errors while also boosting overall productivity, leading to more efficient investment practices and improved outcomes. In an environment where time and accuracy are paramount, leveraging such an advanced tool can transform the way investment teams operate.

Media

Media

Integrations Supported

Experian Connect

Integrations Supported

Experian Connect

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

corfinancial

Date Founded

1996

Company Location

United Kingdom

Company Website

www.corfinancialgroup.com/financial-software-products/costars/

Company Facts

Organization Name

Arbor Financial Systems

Company Website

arborfs.com/hedge-fund-software-order-management-system/

Categories and Features

Investment Management

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

Categories and Features

Order Management

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

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