Commcise CS

CommciseCS provides a cloud-based platform to help research providers meet their Client Strategy objectives of offering cost-effective, high-quality services to the buy-side.

Commcise brings together buy-sides, sell-sides and independent research providers within a secure globally-available portal.

Overview of product benefits
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

Broker and RP neutral

Designed to meet the needs of research providers by an unconflicted vendor

Integrated by design

Addresses review, valuation, publishing and profitability analysis functions

Fully audited solution

Provides an end-to-end audit trail, including output for all key business stakeholders

Secure technology base

Fast, secure development, delivered through high-quality user interface

Software as a service

Rapid deployment and reduced Total Cost of Ownership – no hardware or upgrade costs

Overview of product features
Interactions manager
  • Load interactions from multiple systems via automated APIs and custom loaders
  • Intelligent merge algorithms on data load
  • Full audit trail on every action taken on an interaction
  • Ability to pull cleansed data via API
Review
  • Editing of interactions
  • Rules-based suggestion of potential merge candidates
  • Extensible client-specific data quality checks
  • Manage client-specific interaction deadlines
  • Interaction alerting of late submissions
  • Automated receipt of rejections from API-enabled third
    party buy-side solutions
  • Upload rejections from the buy-side
Approval
  • Configurable interaction ownership and assignment
    workflow
  • Audited process with user approval levels
  • Support for approval by mobile device
  • Email notification of pending approvals
Budgets
  • Record asset manager budgets by period
  • Track consumption against budgets
  • Track revenue against budgets
  • Track trading revenue against budgets
  • Email alerts when client budgets being approached
Contract management
  • Record fixed and flexible commercial agreements
    with asset managers
  • Manage entitlement to research products
  • Report against consumer entitlements
  • Feed into invoicing processes
Pricing
  • Manage multiple time-bound asset manager specific
    rate cards (internal, external, cost, etc)
  • Price interactions according to any combination of
    interaction attributes
  • What-if capability to re-run pricing retrospectively
Revenue management
  • Record explicit revenue from asset managers capturing
    receipts from invoices, CSA, RPA and hard dollar
  • Record implicit revenue from asset managers through
    trading
  • Record explicit and implicit costs per asset manager
    (e.g. FIX connection, aggregation fees, exchange fees, etc)
  • Integration with accounting systems
Client profitability
  • Analysis of revenue vs. budget vs. consumption vs. cost
  • Customisable views driven on all key data points – asset
    manager tiering, interaction types, desks, regions etc
  • Ranking of asset managers based on customisable criteria
  • Interaction rejection analysis and pricing
Reporting
  • Customisable reporting of interaction data by asset
    manager, interaction type, research provider team,
    analyst etc
  • Client pack for quarterly review meetings
  • Broker pack analysis – breakdown by analysts
  • Resource utilisation timeline
  • Peer group analysis and client comparison

Press Releases

Addressing the trans-Atlantic research dilemma

By Melissa Umans, Director of Business Development, Commcise Paying US-based broker-dealers for research is not without challenges for UK-based asset...read more

Addressing the trans-Atlantic research dilemma

By Melissa Umans, Director of Business Development, Commcise Paying US-based broker-dealers for research is not without challenges for UK-based asset...read more
Certified Counterparties
view all