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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

You spend a lot of time manually calculating quota and commissions in complex spreadsheets, weeks after deals are closed. Sales reps are frustrated with slow statements and with having to double-check the results. We wondered what would happen if you automate this manual process and deliver commissions information directly to the sales team in under a day. What would that mean for your business? Eliminating complications with a simple single-sign-on solution to plug into your Salesforce data. Evolving to meet your needs as your business grows, including multi-currency support and ASC 606 accounting. Bringing operational experience to partner with your business beyond initial setup and onboarding.

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

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

Free
Free for up to 5 payees
Growth - $400 up to 20 payees
Scale - $1,500 per month for up to 50 payees
Enterprise - custom quote
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

Commcise
Founded: 2013
United Kingdom
commcise.com

Company Information

Concert Finance
Founded: 2017
United States
concertfinance.com

Alternatives

Axia Suite

Axia Suite

Profile Software

Alternatives

SOLIAM

SOLIAM

VERMEG
QCommission

QCommission

CellarStone

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Commcise and update features and information
Claim Commcise and update features and information
Claim Concert Finance and update features and information
Claim Concert Finance and update features and information