Related Products
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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
Dolfin lets you automate, review and track commissions - all from a single no-code & AI-powered platform. Gain full control over your sales commissions. Access in real-time your commission data and say hello to 100% commission accuracy. Build compensation plans easily using Dolfin's logic-based user interface that handles any kind of complexity and exceptions. Manage your entire commission process from one place leveraging collaborative capabilities, keeping everyone aligned and on the same page. Impact your top-line numbers by motivating your revenue teams to do more and better, enabling them focus on what they love doing. See in real-time how your team is performing. Identify your top performers or who needs more support. Find out which deals and payout variables have triggered commissions and how much your team earns at a glance. All data is stored and processed on ISO-certified servers in Ireland.
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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
Sales, finance and revenue operations teams looking to upgrade their sales compensation strategy
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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
No information available.
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 InformationDolfin
Founded: 2023
Spain
www.heydolfin.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Airtable
Factorial
HubSpot CRM
NetSuite
Pipedrive
Pipedrive Dealbot
Salesforce
Slack
Stripe
Xero
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Integrations
Airtable
Factorial
HubSpot CRM
NetSuite
Pipedrive
Pipedrive Dealbot
Salesforce
Slack
Stripe
Xero
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