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What is Commcise?

A high-quality user interface, like a mobile application, enables rapid and secure development for asset managers, ensuring better compliance with MiFID II and related regulations. This innovative platform not only streamlines compliance with MiFID II but also features an in-house robotic process automation (RPA) system. It adeptly accommodates various client types, including CSA/RCA and non-CSA asset management clients, while covering the entire CSA lifecycle. By eliminating manual processes, it establishes a thorough audit trail and significantly enhances operational efficiency. Automated data checks and workflows ensure that client interactions are consistent, meticulously reviewed, valued, and approved. Furthermore, it equips Investment Managers with tools to refine their processes for funding and valuing research services by providing a cohesive integrated platform. For those utilizing a custodial aggregator or considering it, there has historically been no alternative to a comprehensive platform that merges technology and service to manage the entire program, from reconciliation to payments—until now. This new solution not only optimizes operations but also greatly elevates compliance standards and boosts overall efficiency for asset management practices. The introduction of this all-inclusive platform marks a significant advancement in the industry, allowing firms to navigate regulatory challenges with greater confidence.

What is CATS?

CATS Sales Performance Management (SPM) offers a comprehensive suite of tools that help businesses align their operations by facilitating the planning, design, allocation, and management of incentive compensation, as well as integrating and transforming data, managing territories and channels, overseeing quotas and targets, establishing goals, modeling, providing business intelligence, conducting enterprise analytics, and automating workflow processes. Available as a secure cloud service via Centsoft or as an on-premise deployment, CATS SPM promises quick accessibility and widespread reach, all at a competitive rate with no upfront fees or long-term obligations. The capabilities of CATS SPM are further enhanced by the CATS Portal, which serves as an essential online platform and communication hub that keeps your sales team functioning at optimal levels. This portal can be accessed from any device at any time and offers a secure, customizable interface that enables the rapid sharing and exchange of crucial information necessary for the success of your sales efforts. By promoting seamless collaboration among team members, it significantly contributes to enhancing overall performance and driving better outcomes for the organization. Furthermore, the integration of these tools ensures that businesses stay agile and responsive in a dynamic market environment.

Media

Media

Integrations Supported

Integrations Supported

BambooHR
Bluedoor
CoRecruit
Constant Contact
Ema
Facebook
Google Drive
LinkedIn
Mailchimp
Microsoft Outlook
Pequity
Slack
TEQ Connect
WordPress
X (Twitter)

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$45 per month

Supported Platforms

SaaS

Supported Platforms

SaaS
On-Prem

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub

Company Facts

Organization Name

Commcise

Date Founded

2013

Company Location

United Kingdom

Company Website

commcise.com

Company Facts

Organization Name

Centsoft

Company Website

www.centsoft.com

Categories and Features

Commission

Not specified

Categories and Features

Commission

Commission Calculations
Compliance Management
Incentive Programs

Compensation Management

Compensation Calculation
Compensation Plan Modeling
Compensation Statements

Sales Compensation

Not specified

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