Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Allocora is a sophisticated revenue allocation platform designed for financial teams to efficiently manage commissions, royalties, revenue-sharing distributions, seller payments, and partner settlements. The software seamlessly integrates with Stripe revenue and can handle CSV, XLS, or XLSX file imports, allowing users to map products to payees accurately. It applies versioned allocation rules, executes deterministic calculations, and generates essential documents such as statements, reconciliation evidence, close packages, and export files for payouts. By using Allocora, finance and operations teams can transition from traditional spreadsheet-based payout processes to streamlined calculation workflows, benefitting from a governed system that provides audit trails, detailed explanations at the line level, and reusable rules. Additionally, Allocora ensures that expected payout outcomes are calculated and managed before any funds are transferred, although it does not engage in moving money, storing banking details, conducting KYC/AML checks, or handling tax filings. This empowers organizations with greater control and clarity over their financial distributions, ultimately enhancing their operational efficiency.
Description
Rapid and secure development is achieved through a high-quality user interface, such as a mobile application, which allows asset managers to ensure better adherence to MiFID II and similar regulations. This platform not only facilitates compliance with MiFID II but also incorporates an in-house robotic process automation (RPA) system. It effectively manages all types of clients, including both CSA/RCA and non-CSA asset management clients. The solution covers the entire CSA lifecycle, eliminating the need for manual processes and creating a comprehensive audit trail. Automated data checks and workflows guarantee that interactions are consistent, thoroughly reviewed, valued, and approved. Additionally, it empowers Investment Managers to enhance their processes for funding and valuing research services by offering a unified integrated platform. For those who have been using a custodial aggregator or are contemplating the option, there has previously been no alternative to a full-service platform that combines technology and service to oversee your entire program, from reconciliation to payments, until now. This new offering not only streamlines operations but also significantly improves efficiency and compliance across the board.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Stripe
No
Pricing Details
$79/month
Exports center for payout CSV templates, close packages, payee totals, auditor evidence bundles, reconciliation, and downloadable finance handoff files.
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Allocora
Founded
2026
Country
Spain
Website
www.allocora.com/
Vendor Details
Company Name
Commcise
Founded
2013
Country
United Kingdom
Website
commcise.com
Product Features
Commission
Affiliate Management
Yes
Agency Commission
Yes
Commission Calculations
Yes
Commission Scheduling
No
Commission Tracking
Yes
Compliance Management
Yes
Flat Commissions
Yes
Incentive Programs
No
Multi-Tiered Commissions
Yes
Percentage Commissions
No
Sliding Scale Commissions
Yes
Split Commissions
Yes
Product Features
Commission
Affiliate Management
No
Agency Commission
No
Commission Calculations
No
Commission Scheduling
No
Commission Tracking
No
Compliance Management
No
Flat Commissions
No
Incentive Programs
No
Multi-Tiered Commissions
No
Percentage Commissions
No
Sliding Scale Commissions
No
Split Commissions
No