Commcise RP

Commcise RP is a service pricing and client profitability tool designed to meet the specific needs of research providers

It allows all buy-side customers to be managed in a single platform, acting as a link between investment managers and research providers and allowing research services to be priced and paid for.

Overview of product benefits
Business efficiencies

Supports MiFID II compliance.

Automation and scalability

Automates all instructions for cash flows.  Quicker process – Centralised data, calculations and workflow accelerate the end-to-end process and reduce effort expended.

Usability

Client portal delivers all analysis data on-line to asset management clients.

Fully-integrated by design

Eliminating manual processes and producing a single audit trail.

Reduced Total Cost of Ownership

Software as a Service means no hardware or upgrade overheads.  Rapid implementation reduces time-to-market and costs.

Fully audited solution

Provides end-to-end audit trail, including all key business stakeholders.

Secure platform

Virtual private cloud-based solution that guarantees data security, system scalability and global availability.

Overview of product features
Invoice Management

Easy creation and authorisation workflow support.  API integration to back office systems.

Consumption tracking and pricing

Customisable rate card per asset manager to price service via the engine. Upload CRM interactions output in any format. Interaction data cleansing and validation.
What-if capability to model various pricing scenarios.

Revenue capture

Capture of multiple methods of payment: fixed price invoices, cheques, accrual retention instructions post-vote.  Aggregation of payments by asset manager.

Profitability analysis

Comparative analysis of asset manager client revenues vs. service pricing.  Data presented in multiple ways, e.g. by manager, interaction type, period, region, analyst etc.

Client portal and reporting

Secure, globally-available web-based platform. Easy-to-use portal access provides full transparency.  Real-time reporting on branded web portal with drill down reports by asset manager, investment team, service type and more.

Data distribution

Cleansed interaction data transmitted to asset managers.

Press Releases

Commcise is named as one of the 100 most influential FinTech companies of 2018

Commcise has been named as one of the 100 most influential FinTech companies of 2018 in a survey released today. ...read more
Commcise singletrack

Commcise and Singletrack bring together buy-side and sell-side firms with seamless research consumption data integration

Firms benefit from high-quality, timely, secure and compliant data London, 28 February 2018, Commcise, a provider of commission management, research...read more
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