Related Products
|
||||||
About
Fast, secure development, delivered through the high-quality user interface, e.g. mobile app. Enables asset managers to demonstrate greater compliance with MiFID II and other regulations. Supports MiFID II compliance and runs an in-house RPA. Handles all CSA/RCA and non-CSA asset management clients. Addresses the whole CSA lifecycle, eliminating manual processes and producing a single audit trail. Automated data checks and workflow deliver consistent, reviewed, valued and approved interactions. Enables Investment Managers to transform their processing of funding and valuing research services by providing a single integrated platform. If you have been working with a custodial aggregator or are thinking about it, there has not been an alternative until now for a full-service platform offering the technology and the service layer to manage your entire program from reconciliation to payments.
|
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
Investment managers seeking an integrated cloud-based solution to research providers
|
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/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationCommcise
Founded: 2013
United Kingdom
commcise.com
|
Company InformationCommissionTrac
Founded: 2016
United States
commissiontrac.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
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
|
||||||
|
|
|