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One system to manage all your investment administration

what market problems does Costars solve?

Administering third party products has become difficult over recent years

Changes to legislation and competitive pressures have altered both the economics and regulations associated with product distribution, risk management, compliance and financial control.

Costars can give you the agility and flexibility you need to respond quickly to regulators, customers and the marketplace, whilst giving you the confidence and control you need to run your investment sales operations successfully.

what Costars does

Costars is a fully integrated investment administration platform for: third party administrators; fund supermarkets; wealth management providers; building and friendly societies; and retail banks

Costars automates and improves client servicing, sales-channel uptake and the adoption of new products.

It offers a complete suite of asset, product and charge management capabilities that are designed to work together seamlessly. Costars lowers the operational costs and complexities of administering collective investments, equities, unit trusts and all cash instruments.

Separate modules are available to administer Unit Trusts, Fund Supermarkets and Equities, providing comprehensive fund administration, dealing administration and client servicing right into the general ledger and payment processing.

Dealing and registration facilities are available for the following instrument and asset types:

  • Unit trusts
  • Investment trusts
  • OEICs
  • Equities
  • Cash funds and cash deposits
  • Fixed rate bonds

These instrument types are packaged into portfolios, whether wrapped or unwrapped and are available across varying distribution channels:

  • Direct
  • Open architecture platform
  • IFA
  • Sales network
  • Nominee
  • Institutional clients

Export any data for reporting flexibility

Extensive interfaces

Extensive interfaces and data extracts which can feed into the client’s existing internal systems such as Management Information/General Ledger.

Data-rich

Data-rich extracts so the business has all the data at hand to utilise as they see fit.

Regulatory extracts

Full regulatory extracts and reporting.

API

API can be utilised to extract client data for further processing.

key benefits

Automation, flexibility and control

Automation

Proven workflow and automation helps you easily run successful investment sales operations.

Flexibility

High flexibility to respond quickly to regulators, customers and markets.

Multiple channels

Enables multiple sales distribution channels and integrates into general ledger and payment processing systems.

Control

Complete control of investment cycle.

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Our Solution Finder below helps you find the right solution for your firm. If you know the name of the corfinancial product that matches your needs, please click on ‘Product’ and select the appropriate item. If you don’t know which corfinancial product would suit you best, please click on either ‘Market’ or ‘Functionality’ to see which of our solutions matches your type of firm or the specific functionality you are looking for.