Related Products
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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.
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About
For the past 23 years, FoxTrot has continued to provide great software to make the operations and commissions departments' lives easier. Our mission is to streamline every aspect of the commissions department: from replacing Excel with one-click statement imports, to robust daily blotters, to payroll calculations and streaming broker statements. We love small to mid-size broker-dealers because we speak your language. We pride ourselves on a warm partnership style. Our growth-oriented, forward-thinking software is scaled well to grow with you, without adding more employees. Working closely with our clients, we have developed a "Yes!" approach to finding solutions. The result is a robust system developed to handle virtually every possible commission scenario while supplying a solid foundation of daily functions.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Brokers in search of a complete performance and compensation system solution for their operations
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Audience
Operations and commissions departments
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$7500 one-time payment
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCastine
United States
castinellc.com
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Company InformationFoxTrot Software
Founded: 1987
United States
www.foxtrotsw.com
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Categories |
Categories |
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Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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Integrations
No info available.
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Integrations
No info available.
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