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.
Supports MiFID II compliance.
Automates all instructions for cash ﬂows. Quicker process – Centralised data, calculations and workﬂow accelerate the end-to-end process and reduce effort expended.
Client portal delivers all analysis data on-line to asset management clients.
Eliminating manual processes and producing a single audit trail.
Software as a Service means no hardware or upgrade overheads. Rapid implementation reduces time-to-market and costs.
Provides end-to-end audit trail, including all key business stakeholders.
Virtual private cloud-based solution that guarantees data security, system scalability and global availability.
Easy creation and authorisation workﬂow support. API integration to back ofﬁce systems.
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.
Capture of multiple methods of payment: ﬁxed price invoices, cheques, accrual retention instructions post-vote. Aggregation of payments by asset manager.
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.
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.
Cleansed interaction data transmitted to asset managers.