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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

The only enterprise-grade sales performance management solution that’s easy to use, and gets you up and running in weeks. Performio is the only enterprise-grade incentive compensation management software that’s easy to use and gets you up and running in weeks. With extensive data transformation capabilities and a complete library of no-code pre-built comp plan components, Performio adapts to your needs, not the other way around. Whether you have dozens of transactions per period and calculate once a month or millions of records that require daily calculations, we can handle it all - and have happy customers to back it up. Behind our beautiful user interface lies all the power you need. ASC606 reporting, multi-currency, retroactivity, you name it, we’ve got it. We take the complexity out of complex commission plans. Automate your sales commission calculations. Communicate sales comp in an instant. Gain actionable insights from having all your sales compensation data in one place.

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

Startup, SME, and Enterprises seeking a solution to manage their 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

30 user minimum
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

Performio
Founded: 2006
United States
performio.co

Alternatives

Alternatives

Commissionly Tracker

Commissionly Tracker

Commissionly
Fullcast Pay

Fullcast Pay

Fullcast

Categories

Categories

Commission Features

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

Compensation Management Features

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning

Integrations

Lative
NetSuite
Salesforce

Integrations

Lative
NetSuite
Salesforce
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