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COBIS Core Overview

COBIS Core is a sophisticated investment management software that helps financial professionals manage portfolios, track investments, and monitor market performance. With powerful analytics tools, it provides detailed insights into asset allocation, risk management, and return on investment (ROI). COBIS Core offers seamless integration with existing financial systems, enhancing the efficiency of portfolio management and decision-making. The software also features real-time data synchronization, allowing investors to make timely and informed decisions based on the latest market conditions. With its intuitive interface and comprehensive reporting tools, COBIS Core ensures that asset managers and financial institutions can optimize their strategies and achieve better financial outcomes.

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COBIS Core Screenshot & Video

Contact Details

  • Vendor Name COBIS
  • Founded
  • Location Ecuador

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • On-Premise On-Premise
  • Web-Based Web-Based
  • Windows Windows
  • Linux Linux

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Banking

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COBIS Core Features

  • Arrow Icon Credit Card Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Multi-Currency
  • Arrow Icon Customer Experience Management
  • Arrow Icon Corporate Banking
  • Arrow Icon Compliance Tracking
  • Arrow Icon Transaction History
  • Arrow Icon Real Time Monitoring
  • Arrow Icon Retail Banking
  • Arrow Icon Multi-Branch
  • Arrow Icon Compliance Management
  • Arrow Icon Audit Management
  • Arrow Icon Investment Banking
  • Arrow Icon Secure Login
  • Arrow Icon Contact Database
  • Arrow Icon Electronic Payments
  • Arrow Icon Document Storage
  • Arrow Icon Securities Management
  • Arrow Icon User Management
  • Arrow Icon Financial Management
  • Arrow Icon Transaction Monitoring
  • Arrow Icon Private Banking
  • Arrow Icon Accounting
  • Arrow Icon Lending Management
  • Arrow Icon ATM Management
  • Arrow Icon Fraud Detection
  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

COBIS Core Pricing

Pricing Type

  • Pricing Type Usage Based

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Top COBIS Core Alternatives

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Corniche

Digibanc

Finacle

FRONTeO e-banking

COBIS Core FAQs

COBIS Core is a sophisticated investment management software that helps financial professionals manage portfolios, track investments, and monitor market performance. With powerful analytics tools, it provides detailed insights into asset allocation, risk management, and return on investment (ROI). COBIS Core offers seamless integration with existing financial systems, enhancing the efficiency of portfolio management and decision-making. The software also features real-time data synchronization, allowing investors to make timely and informed decisions based on the latest market conditions. With its intuitive interface and comprehensive reporting tools, COBIS Core ensures that asset managers and financial institutions can optimize their strategies and achieve better financial outcomes.

  • No, COBIS Core does not offer a free version.

  • Yes, COBIS Core offers a free trial.

  • No, Credit Card details are not required for the COBIS Core trial.

  • COBIS Core supports the following payment frequencies:

    • Monthly Subscription

  • No, COBIS Core does not offer an API.

  • COBIS Core offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , Knowledge Base

  • COBIS Core offers training with the following options:
    • In-person , Webinar , Documentation , Videos

  • COBIS Core supports the following languages:
    • English

  • Following are the typical users of the COBIS Core:
    • Self-Employed , Small-Business , Midsize-Business

  • COBIS Core supports the following deployment:
    • Cloud Hosted , On-Premise

  • COBIS Core supports the following devices and operating systems:
    • Web-Based , Windows , Linux