costars is a fully integrated retail investment administration platform for third party administrators, fund supermarkets and wealth management providers. It offers a complete suite of asset, product and charge management capabilities that are designed to work together seamlessly to lower the operational costs and complexities of administering collective investment, equities, unit trusts and all cash instruments.

Administering third party products has become more difficult over recent years as changes to legislation and competitive pressures have changed both the economics and regulations of product distribution, risk management and compliance, and financial control.

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

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

Contact us to learn how you can benefit from the advantages costars can give you today.