COBIS Core
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COBIS Core Evaluation Snapshot
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Product Overview
COBIS Core Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
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Category-Based Capabilities
COBIS Core Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Banking Systems Software 26 selected features Open category ↗ ⌄
Credit Card Management
Reporting & Statistics
Multi-Currency
Customer Experience Management
Corporate Banking
Compliance Tracking
Transaction History
Real Time Monitoring
Retail Banking
Multi-Branch
Compliance Management
Audit Management
Investment Banking
Secure Login
Contact Database
Electronic Payments
Document Storage
Securities Management
User Management
Financial Management
Transaction Monitoring
Private Banking
Accounting
Lending Management
ATM Management
Fraud Detection
Investment Management Software 19 selected features Open category ↗ ⌄
Accounting
Alerts/Notifications
Financial Analysis
Visual Analytics
For Investors & Traders
For Investment Advisors
Risk Management
Modeling & Simulation
Portfolio Management
Performance Metrics
Compliance Tracking
Bonds/Stocks
Mobile Access
Commodity Futures
Portfolio Rebalancing
Fund Management
Client Portal
Benchmarking
Client Management
Pricing Information
COBIS Core Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
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Frequently Asked Questions
COBIS Core FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
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.
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COBIS Core supports the following payment frequencies:
- Monthly Subscription
- No, COBIS Core does not offer an API.
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COBIS Core offers support with the following options:
- 24x7 Support , Email , Phone , Chat , Knowledge Base
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COBIS Core offers training with the following options:
- In-person , Webinar , Documentation , Videos
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COBIS Core supports the following languages:
- English
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Following are the typical users of the COBIS Core:
- Self-Employed , Small-Business , Midsize-Business
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COBIS Core supports the following deployment:
- Cloud Hosted , On-Premise
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COBIS Core supports the following devices and operating systems:
- Web-Based , Windows , Linux
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