Castine

Financial ServicesNew York, United States11-50 Employees

Castine is a financial services company based in New York, United States, offering cloud-based solutions for commission management, research management, and related payments to the investment community. It serves more than 500 asset managers and more than 60 brokers worldwide, providing capabilities for commission management, RMS, research evaluation, payments, and compensation. The Commissioner system is used by institutional and retail brokers and wealth management firms for compensation, sales performance, and profitability reporting, reducing reliance on spreadsheets and legacy systems. Castine's product suite includes the Asset Manager Toolkit for asset managers and hedge funds, with modules for research management, multi-asset class trade reporting, unbundling, compliance, payment management, budgeting, voting and broker reviews, and reconciliation; the Commander module for broker CSA and commission management including payments and reconciliation; and the Spinnaker module for research invoicing, pricing and interaction, platform reporting, and event-based invoice management. Additional offerings include the Compliance Wheelhouse for corporate compliance calendars, ESG reporting, policy manuals, and gifts and contribution approvals, and a due diligence module used by more than 2,000 firms to provide due diligence questionnaires. Castine operates in five countries and maintains a senior consulting team.

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