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.
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.
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
