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O-STARS: The last word in retail fund/transfer agency solutions. 

When client servicing is fundamental to how you attract and retain retail clients, the functionality of the system you depend on has to meet your every need.

With increasing regulatory demands, pressure on margins and ever evolving financial instruments, your system also has to be highly efficient to lower the costs of customer administration, and agile enough to keep you competitive in the rapidly changing landscape of retail investment.

CO-STARS automates the flow of information for third party administrators, fund supermarkets and wealth management providers, offering a complete suite of asset, product and charge management facilities. New investment products can be modelled quickly by combining assets with underlying business rules.

CO-STARS is designed with deep functionality to improve the business performance of retail investment administration. With the agility and flexibility that enables you to respond quickly to regulators, customers and market trends, it is a proven, robust and compliant system that will deliver confidence, control and certainty to your retail investment sales operations.

Providing end-to-end administration for collective investments including ICVC/OEICs, equities, unit trusts, Child Trust Funds and all cash instruments, CO-STARS is consistently praised by its clients’ users and management for its contribution to the strength of their businesses.

One strong reason for that is how quickly and easily CO-STARS is installed and configured. Its standardised architecture means we can confidently quote competitive fixed installation fees that usually mean a rapid Return on Investment for clients.

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