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About

Castine Consulting LLC (formerly named Cogent Consulting) has been a global provider of management solutions for over 30 years. Its legacy products have been installed in over 60 countries and at over 4,000 sites. We know the software and we know how to support it. Castine’s product line includes industry-leading solutions for the investment community for compliance, commission management, and compensation and performance reporting. Castine’s principals are recognized as industry leaders in commission management (28(e), CSA, RPA, MiFID II), compliance operations and due diligence, and broker/advisor compensation and performance reporting. Castine’s principals are recognized as world leaders in broker reviews, compensation, and commission management solutions. Castine’s partners, including Integrity Research, bring depth and breadth to our offerings. Castine’s technology uses the latest tools to provide a truly up-to-date experience to its clients.

About

Enable your brokerage to digitally collaborate and manage your back office operations from anywhere. CommissionTrac is the single platform to manage your business from deal pipeline and opportunities to commission payments while creating your own internal comps database. Give your principals, agents and back office the tools to manage a productive and profitable business without digging through spreadsheets and paper files. Escape spreadsheets and paper forms for pipeline and new deals. CommissionTrac keeps everything in one place. No more double data entry. CommissionTrac provides simple workflows for your agents and back office. CommissionTrac provides agents, managers and your operations team the tools to be more productive and profitable. Helping brokerages with transparency, organization and efficiency by providing a single place for agent's deal pipeline all the way to back office automation and reporting.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Brokers in search of a complete performance and compensation system solution for their operations

Audience

Companies and businesses wanting to enable their brokerage to digitally collaborate and manage back office operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$60 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Castine
United States
castinellc.com

Company Information

CommissionTrac
Founded: 2016
United States
commissiontrac.com

Alternatives

Alternatives

AutoTrac

AutoTrac

Attilanet
Fullcast Pay

Fullcast Pay

Fullcast
ezbospro

ezbospro

ezBOSPro

Categories

Categories

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Integrations

CompliantPro
QuickBooks Online
Salesforce

Integrations

CompliantPro
QuickBooks Online
Salesforce
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