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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

As the complexity of investment workflows escalates with the proliferation of diverse asset classes and their alternatives, it is increasingly vital for investment offices to enhance their operational efficiency by automating administrative tasks that accompany the core functions of their work. To address this need, we developed Arbor Trade Order Management System, a software solution designed to simplify your investment and trading processes, ultimately freeing you from the burdens of administrative and compliance responsibilities. Our innovative technology equips you with a concise and comprehensive one-page overview of all orders linked to funds within our Portfolio Management System, while also offering compliance reporting and both real-time and historical order analytics. By employing our system, investment offices can focus more on strategic decision-making rather than getting bogged down in routine tasks. This not only optimizes productivity but also ensures that compliance measures are consistently met.

Description

Costars offers a comprehensive investment administration platform tailored for third-party administrators, fund supermarkets, wealth management firms, building societies, and retail banks. This multi-asset solution enhances client servicing and boosts sales channel engagement while facilitating the introduction of new products, such as fully automated ISA management. Furthermore, Costars includes essential management features to address the tax and regulatory needs of investors. It effectively organizes various instrument types into portfolios, which can be either wrapped or unwrapped, and makes them accessible through different distribution channels. The platform is capable of managing millions of portfolios and positions seamlessly, ensuring high throughput without facing scalability challenges. With both automated and manual trade entries, it provides current and historical portfolio valuations, automated checks for customer credit and ID verification, and maintains a thorough data and documentation audit trail. Additionally, Costars delivers comprehensive reporting and compliance functions, as well as deal validation, authorization, and pricing, ensuring that all aspects of investment administration are efficiently managed. This all-in-one solution empowers users to streamline their processes and improve overall operational effectiveness.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Experian Connect No 

Integrations

Experian Connect Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Arbor Financial Systems

Website

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

Vendor Details

Company Name

corfinancial

Founded

1996

Country

United Kingdom

Website

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

Product Features

Order Management

Back Order Management No 
Catalog Management No 
Inventory Management No 
Order Entry No 
Order Fulfillment Yes 
Order Tracking No 
Recurring Orders No 
Returns Management No 
Shipping Management No 
Special Order Management No 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

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