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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

Whether you are a health insurance carrier or any other broker commissions-centered business, EvolveNXT’s platform offers the ability to customize a suite of solutions to effectively streamline your sales performance and day-to-day management of complex business processes. We’ve spent more that a decade working with premier insurance carriers and developing a solution to handle the complex needs of highly competitive and regulated carrier markets. Our compliance-based solution will enable you to increase your organization’s sales channel efficiency while achieving sustainable enrollment growth. The most complex and highly regulated commissions are paid to Medicare brokers. Utilize EvolveNXT to manage and automate your Medicare compensation while keeping CMS compliance. Our commission's management software for insurance carriers improves operational efficiency while enabling teams to reach optimal sales performance.

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 searching for a solution designed to help them manage all their 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

No information available.
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

EvolveNXT
Founded: 2009
United States
evolvenxt.com

Alternatives

Axia Suite

Axia Suite

Profile Software

Alternatives

Commissionly Tracker

Commissionly Tracker

Commissionly
SOLIAM

SOLIAM

VERMEG
EvolveICM

EvolveICM

EvolveNXT

Categories

Categories

Commission Features

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

Integrations

No info available.

Integrations

No info available.
Claim Commcise and update features and information
Claim Commcise and update features and information
Claim EvolveNXT and update features and information
Claim EvolveNXT and update features and information