Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
JOOPY, a cloud-based Sales Performance Management platform (SPM), is a leader in helping global sales organizations increase their sales and profitability. JOOPY allows tier 1 sales teams to manage all product categories on a single platform. It combines identical operational processes and policies, and provides an enterprise's sales channels (internal or external) with a web portal to increase engagement. This will help to optimize business results.
JOOPY uses a 'Sales Channel' approach to motivate its entire distribution network to reach its goals and objectives. This allows the global sales organization the ability to translate its strategic goals into tangible sales targets and goals.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Oracle Cloud Infrastructure
No
SAP BusinessObjects Business Intelligence
No
SAP CRM
No
Salesforce
No
Tableau
No
Integrations
Oracle Cloud Infrastructure
Yes
SAP BusinessObjects Business Intelligence
Yes
SAP CRM
Yes
Salesforce
Yes
Tableau
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
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
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
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
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Commcise
Founded
2013
Country
United Kingdom
Website
commcise.com
Vendor Details
Company Name
Incentives Solutions
Founded
2001
Country
Israel
Website
joopy.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
Business Performance Management
Ad Hoc Reports
Yes
Ad hoc Analysis
Yes
Budgeting & Forecasting
Yes
Consolidation / Roll-Up
Yes
Dashboard
Yes
Key Performance Indicators
Yes
Predictive Analytics
Yes
Qualitative Analysis
Yes
Quantitative Analysis
Yes
Scorecarding
Yes
Strategic Planning
Yes
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
Yes
Compensation Calculation
Yes
Compensation Plan Modeling
Yes
Compensation Statements
Yes
Employee Reward Programs
Yes
Incentive Programs
Yes
Organizational Charting
Yes
Salary Planning
Yes
Sales Performance Management
Incentive Compensation Management (ICM)
No
Predictive Sales Analytics
No
Quota Management
No
Reporting / Analytics
No
Sales Coaching Analysis
No
Sales Gamification
No
Sales Performance Tracking
No
Sales Planning & Forecasting
No
Territory Management
No
Strategic Planning
Budgeting & Forecasting
Yes
Dashboard
Yes
Goal Setting / Tracking
Yes
Idea Management
Yes
KPIs
Yes
Modeling & Simulation
Yes
Roadmapping
Yes
Scenario Planning
Yes
Scorecards
Yes