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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Investment managers seeking an integrated cloud-based solution to research providers
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Audience |
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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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
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCommcise
Founded: 2013
United Kingdom
commcise.com
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Company InformationConcert Finance
Founded: 2017
United States
concertfinance.com
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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