Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sharesight Reviews & Ratings
    546 Ratings
    Company Website
  • Dynamo Software Reviews & Ratings
    68 Ratings
    Company Website
  • ZenTreasury Reviews & Ratings
    9 Ratings
    Company Website
  • eToro Reviews & Ratings
    31,115 Ratings
  • LabWare LIMS Reviews & Ratings
    113 Ratings
    Company Website
  • Portfolio Manager Reviews & Ratings
    3 Ratings
    Company Website
  • CoinStats Reviews & Ratings
    101,086 Ratings
    Company Website
  • Planview Portfolios Reviews & Ratings
    202 Ratings
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • Planview Software Product Delivery Reviews & Ratings
    2 Ratings
    Company Website

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 Co-Pilot?

Introducing Co-Pilot, an advanced multi-asset portfolio trading platform tailored for proactive wealth managers seeking innovative solutions. Flyer offers a robust FIX solution that comprises a wide range of software, integrations, development kits, and dedicated support services. This comprehensive investment platform consolidates portfolio and order management within a single multi-asset application, all backed by the Flyer Trading Network. The Co-Pilot API allows developers to quickly create their own trading platforms while connecting with diverse trading partners, ensuring a smooth and user-centric experience. With a sophisticated order routing and allocation network, connectivity and workflows are standardized, thus simplifying trading interactions with custodians and brokers. Navigating the intricate workflows involved in managing a diverse mix of equities and mutual funds necessitates the use of advanced trading tools. When potential allocation combinations are layered together, the number of unique portfolio possibilities increases exponentially, showcasing the platform's adaptability and efficacy in wealth management. As the financial landscape shifts and evolves, Co-Pilot is prepared to transform and fulfill the dynamic needs of its users while continuing to innovate in the trading space. This readiness for adaptation ensures that wealth managers can confidently rely on Co-Pilot to enhance their trading strategies.

Media

Media

Integrations Supported

ByAllAccounts
Experian Connect
Orion
Riskalyze
Yodlee

Integrations Supported

ByAllAccounts
Experian Connect
Orion
Riskalyze
Yodlee

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

FIX Flyer

Date Founded

2004

Company Location

United States

Company Website

fixflyer.com

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

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Popular Alternatives

Popular Alternatives

Solvas Portfolio Reviews & Ratings

Solvas Portfolio

Alter Domus Data Solutions Inc.