Commcise Sellside – Research Management Solutions – Commcise

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RESEARCH MANAGEMENT SOLUTIONS

Assisting research providers with automation, data quality and monetisation

Interactions are the new currency for research providers.

Commcise provides a technology platform designed for research providers to maximise revenue and boost profitability.

A Technology platform designed for Research Providers To Maximise Revenue & Boost Productivity

Interaction management:

Streamline your interaction distribution process

Scorecard attribution:

Normalise scorecard/vote feedback

Contract management:

Reduce risk, maximise returns

Profitability:

Analyse relative client profitability

Interactions are the

new currency for research providers

Commcise provides a technology platform designed for research providers to maximize revenue and boost profitability.

Interaction Management:

Streamline your interaction distribution process

Scorecard Attribution:

Normalise scorecard/vote feedback

Contract Management:

Reduce risk, maximise returns

Profitability:

Analyse relative client profitability

Interaction Management:

Streamline your interaction distribution process

Contract Management:

Reduce risk, maximise returns

Scorecard Attribution:

Normalise scorecard/vote feedback

Profitability:

Analyse relative client profitability

Please click on the circular image tab sections

Optimising research funding, consumption, evaluation and payment processes

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Data Quality

Provides editing of interactions, rule-based suggestions of potential merge candidates, client-specific data quality checks, configurable approval workflows, mobile support, and a full audit trail for interactions.

Distribution

Manages deadlines, tracks interactions with alerts, generates aggregator files, analyses rejections, and consolidates data from multiple CRMs.

Pricing

Stores and applies rate cards, prices interactions based on attributes, and offers retrospective pricing analysis.

Tracking & Segmentation

Records agreements, models contract components, identifies applicable interactions, and tracks budgets for clients.

Utilisation

Manages research product entitlements, flags risks, handles invoice workflows, splits invoices, and integrates with accounts receivable.

Billing Opportunity Alerts

Automatically creates invoice reminders, allows snoozing, and sets reminders for broker votes management.

Scorecard Evaluation

Captures and normalises buyside evaluation data across various schemes.

Resource Performance

Tracks and compares salespeople and analyst activities to optimise resource allocation.

Revenue Analysis

Monitors invoiced research services and trading revenue, tracks contract consumption, and provides customisable data views and rankings.

Actionable Insights

Offers customisable interaction data reporting, client and broker pack analyses, resource utilisation timelines, peer comparisons, and data extraction for reports.

Optimising research funding, consumption, evaluation and payment processes

CommiseCS Wheel

Data Quality

Provides editing of interactions, rules-based suggestions of potential merge candidates, client-specific data quality checks, configurable approval workflows, mobile support, and a full audit trail for interactions.

Distribution

Manages deadlines, tracks interactions with alerts, generates aggregator files, analyses rejections, and consolidates data from multiple CRMs.

Pricing

Stores and applies rate cards, prices interactions based on attributes, and offers retrospective pricing analysis.

Design and Tracking

Records agreements, models contract components, identifies applicable interactions, and tracks budgets for clients.

Entitlements

Manages research product entitlements, flags risks, handles invoice workflows, splits invoices, and integrates with accounts receivable.

Reminders

Automatically creates invoice reminders, allows snoozing, and sets reminders for broker votes management.

Scorecard Evaluation

Captures and normalizes buyside evaluation data across various schemes.

Resource Performance

Tracks and compares salespeople and analyst activities to optimize resource allocation.

Revenue Analysis

Monitors invoiced research services and trading revenue, tracks contract consumption, and provides customizable data views and rankings.

Actionable Insights

Offers customizable interaction data reporting, client and broker pack analyses, resource utilization timelines, peer comparisons, and data extraction for reports.

Commcise Client Services

Our Client Services team delivers end-to-end trade reconciliation  solutions tailored to the unique needs of buy-side firms.

Below materials in next slide: Through our premium trade reconciliation services, clients benefit from reduced operational risk, enhanced accuracy, improved efficiency, and the confidence that their trade reconciliation processes are managed according to industry best practices by our team of specialists. 

Standard Services

Dedicated Operations Service Team

Daily trade & balance reconciliation

Manage & optimize invoice/payment processes

Broker onboarding & continued support

Premium Service Library

Bespoke reporting

Manage the Vote

Interaction Support

Contracted services

An integrated, cloud-based platform to help Investment Managers track the funding, consumption and payment of research services.

Enables Investment Managers to transform their processing of funding and valuing research services by providing a single integrated platform

Supports Budgeting, Funding, Commission Management, Invoice and Contract Management, Consumption Tracking, Research Evaluation, Payments, Reporting and Accounting.

Commission Management Soft Dollar Aggregation Services
If you have been working with a custodial aggregator or are thinking about it, there has not been an alternative until now for a full service platform offering the technology and the service layer to manage your entire program from reconciliation to payments.

More about Aggregation 2.0

Product Features

Sets budgets for research providers at any level (e.g. team/strategy). Tracks allocation of budgets to portfolios using real-time trading, funding and consumption data. Automatic alerting when approaching a set funding or consumption target.

Sophisticated trade matching engine allows clients to reconcile CSA and RCCA trades automatically. Fully-audited, allocation-level reconciliation. Bespoke broker file formats supported. Comprehensive exception management workflow.

Direct feeds of consumption data from hundreds of research providers. Robust data cleansing and normalisation process. Flexible, rules-based valuation engine supports any buy-side valuation model. Comprehensive consumption reporting against budgets. Robust cost allocation model to ensure interactions are fairly charged to portfolios that have benefited from research. Secure web and mobile-based evaluation including accepting/rejecting, rating and commenting of interactions.

Shows CCA, CSA, RPA and P&L payments within a single view. Partnerships with many CSA providers and RPA administrators to facilitate payments and physical aggregation of balances. Automatically generates and tracks payment instructions. Support for priced services (e.g. market data fees, IRP invoices). Intelligent rules-based targeting of funding pools where firms are supporting P&L and client-funded research.

Complete double-entry accounting engine with full support for dynamic CSA/RPA virtual pool accounting. Demonstrates how clients have benefited from research. Shows control over cross-subsidisation. Automated reconciliation of funding balances.

Supports any combination of global funding methods: CCA, CSA, RCCA, RPA (transactional, accounting) and P&L methods. Flexible rules engine determines commission pools, splits and trade eligibility of CSA and full-service rate trades. Accurate unbundling of principal trades.

Centralised management of fixed-price agreements with research providers (e.g. portal access, pay-per-user subscriptions). Automatic generation of invoices. Integration with user consumption budgets.

Research evaluation is the new name for Broker Vote. Commcise allows top-down, bottom-up and consumption-based evaluation. Flexible levels for evaluating research providers, including by service type, individual contacts or the provider overall. Integration of consumption data and commission balances allows fund managers to see real time ‘value of a vote’.

Comprehensive set of MiFID II reports, including fair allocation fund-level funding and consumption. Complete ‘full commission wallet’ reporting. Broker scorecards derived from provider evaluations.

An integrated commission management, service pricing and client proﬁtability tool designed to meet the speciﬁc needs of brokers.

Allows all buy-side customers to be managed in a single platform.

Branded web-portal for client access.

Product Benefits

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

Integrates with brokers payment systems and automates all instructions for cash ﬂows. Transmits trade and cleansed interaction data from the distribution hub. Quicker process – Centralised data, calculations and workﬂow accelerate the end-to-end process and reduce effort expended.

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

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

All transactions available on-line including payments to research providers and RPA sweeping.

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

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

Sales: +44 (0) 20 3369 3699

Support: +1 646 693 3369

sales@commcise.com

support@commcise.com

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Amrish Ganatra

Amrish Ganatra is the Co-founder and CEO of Commcise Software, a leading SaaS provider delivering technology and services to the buy-side, sell-side, and research provider communities. Since co-founding the company in 2013, Amrish has overseen its growth from a six-person startup to an international organization with over 100 employees across four countries. He also leads the Investor Services business unit at Euronext, focusing on expanding value-added services for asset managers accross the globe. Amrish brings extensive experience in building high-growth technology businesses and driving operational excellence. He is passionate about using technology to bring greater transparency and efficiency to the research market.

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Darran Carlisle

Darran has developed software products and systems in the financial domain for over 30 years. He started in IBM Global Services and spent time at Thomson Reuters and Fidessa LatentZero before co-founding Commcise. Darran has a BEng in Electrical and Mechanical Engineering.

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Glenn Dicken

Glenn is one of the founders of Commcise and is Head of Product. Glenn began his career as a developer in business applications for medium sized companies at an independent software house before moving into banking technology with JP Morgan for a number of years. Following that, he spent time in the professional services division of a buyside order management and compliance software vendor called LatentZero, which was then acquired by Fidessa, and was where he and the other co-founders met. Glenn has an MEng degree in Metallurgy and the Science of Materials from Oxford University.

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Naresh Naidoo

Naresh is a co-founder of Commcise and works within the product and infrastructure teams. Prior to Commcise, he was an implementation consultant at LatentZero and held roles at several buy-side firms, where he focused on front-office technology and regulatory projects.

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Allan Goldstein

Allan is the CEO of Euronext Market Services (EMS), the US broker dealer unit of Euronext. In partnership with Commcise Software, EMS is the fastest growing commission aggregation service offering broker neutral soft dollar aggregation as a virtual, full custody or hybrid model. Before joining Euronext, Allan was a co-founding partner, COO and CFO at Trade Informatics, an independent brokerage, TCA and systematic trading provider. Allan has over 30 years of experience in equity trading starting his career as a floor broker at the NYSE. Allan holds numerous FINRA licenses including Series 7, 55, 24, and 27 and earned his MBA in Finance and Statistics from NYU’s Stern School of Business.

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James Damen

James joined Commcise in May 2024 and is the Global Head of Sales. Prior to joining Commcise, James spent 11 years on the sell-side at RBC in a number of roles, most recently as the Head of European Client Strategy. James is an expert on MIFID II research guidelines and has a wealth of knowledge on the use of CSA’s. James has a BA in Economics from the University of Exeter.

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Jonathan Pearson

Jonathan joined Commcise in January 2018 and is currently the Global Head of Account Management. Jonathan previously led Commcise’s Implementation and Professional Services teams, providing consulting and delivery expertise to our client base. Prior to this, Jonathan spent 5 years as a strategy consultant for the public sector, including as a senior adviser to the UK Cabinet and Prime Minister. He has a Master’s Degree from the University of Pennsylvania and a BA from the University of Cambridge.

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Richard Hooke

Richard joined Commcise in June 2019 and is part of the product team focused on Data Products. Prior to joining Commcise, Richard spent 14 years at Fidessa (formerly LatentZero) where he was Head of Product for their Buy-Side products. Prior to this, Richard was one of the founders of the Energy Trading and Risk Management software firm, KWI. He has an MEng in Chemical Engineering from the University of Cambridge, and can ski in seven different styles.

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Chirag Khatter

Chirag joined Commcise in November 2016 and played an important role in establishing and scaling its India operations from the ground up. Collaborating closely with Commcise’s founding team – whom he had also worked with at his previous firm – he helped build a high-performing capability center that is now integral to the company’s global success.

With over 18 years of experience spanning IT, functional consulting, and finance services in the capital markets and asset management domain, Chirag now serves as CEO of Euronext India, leading its growth and integration within the broader Euronext Group.

He holds a Bachelor’s degree in Computer Science Engineering and is passionate about coaching and developing young talent. Outside of work, Chirag is a fitness enthusiast and a thoughtful reader.

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Neil Tutton

Neil joined Commcise in May 2024 and is the Head of Implementation. Prior to Commcise, Neil spent 8 years with a sell-side SaaS vendor in a similar role and prior to this held various consultancy roles in buy-side institutions – covering regulatory and technology change.

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Richard Illingworth

Richard joined Commcise in November 2018 and is part of the Product Team. Before moving to the product side, Richard joined Commcise working on the implementation team. Prior to joining Commcise, Richard spent 5 years at Deloitte where he was Manager in the Technology Consulting practice. Richard has his BA from LSE.