Castine

Financial ServicesTexas, United States11-50 Employees

Castine provides cloud-based Commission Management and Research solutions to the investment community.

Castine works with over 500 asset managers and over 60 brokers to handle their commission management, RMS, research evaluation and payments, and compensation needs worldwide. 

Castine's Commissioner system is used by institutional and retail brokers and wealth management firms for all of their compensation, sales performance, and profitability reporting, avoiding the time and risk of using spreadsheet or legacy systems. 

Castine's Asset Manager Toolkit gives asset managers and hedge funds the solutions to help with all aspects of the investment decision making process. AMT includes a comprehensive research management system for internal documents and external research, multi-asset class/multi-OMS trade reporting, unbundling, compliance, payment management, budgeting, voting/broker reviews, and reconciliation.

Commander is used by brokers to manage their client's CSA and commission management needs, including payments, reconciliation, and aggregation. The related Spinnaker module handle research invoicing, pricing and interaction, platform, and event based reporting and invoice management. 

The Compliance Wheelhouse helps compliance teams manage the corporate compliance calendar, ESG reporting, policy and procedure manuals, and gifts and contribution approvals. A complete due diligence module is used by over 2,000 firms to provide due diligence questionnaires to our clients. 

Castine operates in five countries with the most senior team of consultants available in the industry.

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