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Average Ratings 1 Rating
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
Core Commissions is a powerful and flexible sales commission management system that automates every stage of the commission process. Sales organizations of any size can choose the package that best suits their needs, including Enterprise or our fully Managed Services program.
Integrate Core with your CRM, ERP or other financial management apps to import data, and easily apply complex commission rules.
Instantly generate detailed analytics and metrics. You can run your entire commission cycle in one click. Then generate individual reports and email them each payee in another click.
API Access
Has API
No
API Access
Has API
No
Integrations
CostGuard
No
Freshsales
No
HubSpot CRM
No
HubSpot Customer Platform
No
Microsoft Dynamics 365
No
NetSuite
No
QuickBooks Online
No
Sage Accounting
No
Salesforce
No
Integrations
CostGuard
Yes
Freshsales
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Microsoft Dynamics 365
Yes
NetSuite
Yes
QuickBooks Online
Yes
Sage Accounting
Yes
Salesforce
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$12/month/payee
Get set up quickly with our Quick Start program for $500 which includes up to 10 hours of set up, training, and other assistance from our implementers as well as a 30 day trial with the system. No commitment required.
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
Yes
Mac
Yes
Linux
Yes
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
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Commcise
Founded
2013
Country
United Kingdom
Website
commcise.com
Vendor Details
Company Name
Core Commissions
Founded
2005
Country
United States
Website
www.corecommissions.com
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
Product Features
Commission
Affiliate Management
Yes
Agency Commission
Yes
Commission Calculations
Yes
Commission Scheduling
Yes
Commission Tracking
Yes
Compliance Management
Yes
Flat Commissions
Yes
Incentive Programs
Yes
Multi-Tiered Commissions
Yes
Percentage Commissions
Yes
Sliding Scale Commissions
Yes
Split Commissions
Yes
Compensation Management
Bonus Management
Yes
Compensation Assessment
No
Compensation Calculation
Yes
Compensation Plan Modeling
No
Compensation Statements
No
Employee Reward Programs
No
Incentive Programs
Yes
Organizational Charting
No
Salary Planning
No