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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Empower your brokerage with the ability to collaborate digitally and oversee your back office tasks from any location. CommissionTrac serves as the ultimate platform for managing all aspects of your business, from tracking deal pipelines and opportunities to processing commission payments, while also allowing you to build your own internal database of comparisons. Equip your principals, agents, and back office staff with the resources needed to run a productive and profitable operation without the hassle of sifting through spreadsheets and paper documents. Say goodbye to traditional spreadsheets and paper forms for managing your pipeline and new deals. With CommissionTrac, everything is centralized, eliminating the need for redundant data entry. The platform offers streamlined workflows for your agents and back office personnel, enhancing productivity and profitability for all users. By fostering transparency, organization, and efficiency, CommissionTrac provides a comprehensive solution that integrates the agent's deal pipeline with back office automation and reporting, ensuring that every aspect of your brokerage runs smoothly and efficiently. This all-in-one approach to management not only simplifies processes but also drives better decision-making across the board.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

CompliantPro
QuickBooks Online
Salesforce

Integrations

CompliantPro
QuickBooks Online
Salesforce

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$60 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Commcise

Founded

2013

Country

United Kingdom

Website

commcise.com

Vendor Details

Company Name

CommissionTrac

Founded

2016

Country

United States

Website

commissiontrac.com

Product Features

Commission

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

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Commission

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

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