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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 

Screenshots View All

Screenshots View All

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 

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