Cloud-based, fully-integrated commission management and research valuation solutions to the buy-side, sell-side and research providers.
A comprehensive, integrated, modular platform including Research Funding (Commission Budgeting/Management) and Research Consumption & Evaluation (Broker Vote).
Fast, secure development, delivered through high-quality user interface, e.g. mobile app.
Enables asset managers to demonstrate greater compliance with MiFID II and other regulations.
Supports MiFID II compliance and running an in-house RPA. Handles all CSA/RCA and non-CSA asset management clients.
Addresses the whole CSA lifecycle, eliminating manual processes and producing a single audit trail.
Automated data checks and workflow deliver consistent, reviewed, valued and approved interactions.
Supports the process with any number of asset manager relationships.