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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

Sequifi is a cloud-based platform for commission-driven organizations that brings commission management, payroll, and workforce tools together. It calculates tiered commissions, splits, bonuses, manager overrides, adjustments, and clawbacks from configurable pay rules, then routes approved amounts into payroll for W-2 employees and 1099 contractors. Payroll workflows include pay-cycle preparation, review, approvals, deductions, and pay records. The platform also supports recruiting and onboarding, employee documents, role and team management, performance visibility, and training. Sales representatives can review projected earnings and pay details through mobile apps, while managers and finance teams oversee calculations and payroll cycles. Sequifi is designed for field-sales and service businesses, including mortgage, solar, roofing, fiber, HVAC, pest control, and home-service teams managing variable compensation.

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 Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Audience

Investment managers seeking an integrated cloud-based solution to research providers

Audience

Commission-driven sales organizations in mortgage, insurance, solar, roofing, fiber, HVAC, pest control, turf, and home services looking for a unified commission, payroll, and HR platform

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

No information available.
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 Not Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Commcise
Founded: 2013
United Kingdom
commcise.com

Company Information

Sequifi
Founded: 2022
United States
sequifi.com

Alternatives

Axia Suite

Axia Suite

Profile Software

Alternatives

SOLIAM

SOLIAM

VERMEG
SalesRepFielder

SalesRepFielder

Dire Syzygy
Commissionly Tracker

Commissionly Tracker

Commissionly
Prowi

Prowi

Prowi ApS

Categories

Commission Supported

Categories

Commission Supported

Integrations

Google Sheets Not Supported
HubSpot CRM Not Supported
JobNimbus Not Supported
Jobber Not Supported
QuickBooks Online Not Supported
Salesforce Not Supported

Integrations

Google Sheets Supported
HubSpot CRM Supported
JobNimbus Supported
Jobber Supported
QuickBooks Online Supported
Salesforce Supported
Claim Commcise and update features and information
Claim Commcise and update features and information
Claim Sequifi and update features and information
Claim Sequifi and update features and information