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Our Product Suite

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).

Modern Technology Base

Fast, secure development, delivered through high-quality user interface, e.g. mobile app.

Regulatory Compliance

Enables asset managers to demonstrate greater compliance with MiFID II and other regulations.

Web-Based Commission Management for the sell-side.

Business Efficiencies

Supports MiFID II compliance and running an in-house RPA.  Handles all CSA/RCA and non-CSA asset management clients.

Fully-Integrated By Design

Addresses the whole CSA lifecycle, eliminating manual processes and producing a single audit trail.

Validate, analyse and monetise every interaction.

Increased Quality

Automated data checks and workflow deliver consistent, reviewed, valued and approved interactions.

Automation and Scalibility

Supports the process with any number of asset manager relationships.

Certified Counterparties

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