+
+

Related Products

  • Everstage
    3,668 Ratings
    Visit Website
  • CompUp
    66 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • CompAccelerator
    29 Ratings
    Visit Website
  • DoorLoop
    1,005 Ratings
    Visit Website
  • Sumsub
    227 Ratings
    Visit Website
  • IUX
    930 Ratings
    Visit Website
  • Summ
    792 Ratings
    Visit Website
  • FirstPromoter
    64 Ratings
    Visit Website

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

Save time and reduce errors. Get real-time visibility on commission accruals and payouts. Trigger payouts based on your rules. Centralize your data in a single source of truth. Set up even the most complex calculation logic with our commission plan designer. Build trust with accurate and auditable commissions paid on time. Calculate commissions in real-time, automatically. Avoid time-consuming shadow accounting and help your team focus on what matters the most. With Palette, your sales team gets personalized performance dashboards updated in real-time, ensuring visibility and transparency at all times. Leverage your commission data to answer the most important questions for your business. A/B test compensation plans and visualize how they could impact your cash flow and business objectives. Optimize ramp-up time, set better quotas, budget commission costs and forecast future payouts. Extract mission critical insights.

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

Businesses and companies seeking a tool to calculate and manage commission accruals and payouts automatically

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

No information available.
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

Palette
United States
www.palettehq.com

Alternatives

Alternatives

Fullcast Pay

Fullcast Pay

Fullcast
Fullcast Pay

Fullcast Pay

Fullcast

Categories

Categories

Integrations

AccessOwl
Axis LMS
Bullhorn
Chargebee
Close
HubSpot CRM
HubSpot Customer Platform
Nekton.ai
NetSuite
Outreach
Pennylane
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Sellsy
Slack
Stripe
Xero

Integrations

AccessOwl
Axis LMS
Bullhorn
Chargebee
Close
HubSpot CRM
HubSpot Customer Platform
Nekton.ai
NetSuite
Outreach
Pennylane
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Sellsy
Slack
Stripe
Xero
Claim Castine and update features and information
Claim Castine and update features and information
Claim Palette and update features and information
Claim Palette and update features and information