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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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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 Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$60 per month
Free Version Not Supported
Free Trial Not Supported

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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Commcise
Founded: 2013
United Kingdom
commcise.com

Company Information

CommissionTrac
Founded: 2016
United States
commissiontrac.com

Alternatives

Axia Suite

Axia Suite

Profile Software

Alternatives

SOLIAM

SOLIAM

VERMEG
AutoTrac

AutoTrac

Attilanet
ezbospro

ezbospro

ezBOSPro

Categories

Commission Supported

Categories

Accounting Supported
Commission Supported

Accounting Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Bank Reconciliation Not Supported
Billing & Invoicing Not Supported
Cash Management Not Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Not Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Not Supported
Government Not Supported
Multi-Currency Not Supported
Nonprofits Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Supported
Tax Management Not Supported

Integrations

CompliantPro Not Supported
QuickBooks Online Not Supported
Salesforce Not Supported

Integrations

CompliantPro Supported
QuickBooks Online Supported
Salesforce Supported
Claim Commcise and update features and information
Claim Commcise and update features and information
Claim CommissionTrac and update features and information
Claim CommissionTrac and update features and information