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What is Concert Finance?

Frequently, you may find yourself investing far too much time in the intricate task of calculating quotas and commissions through complex spreadsheets, often continuing this work long after deals are closed, which creates frustration among sales representatives who are left waiting for delayed reports and must double-check the results on their own. Consider the significant positive changes your organization could experience if this laborious manual process were automated, enabling the sales team to receive commission data in under a day. What kind of transformative impact might this have on your overall operations? By adopting a user-friendly single-sign-on solution that flawlessly integrates with your Salesforce data, many of these obstacles could be overcome. This innovative system would be tailored to grow alongside your business, offering features such as multi-currency support and adherence to ASC 606 accounting standards. Moreover, it would include continuous operational assistance, fostering a relationship that goes beyond the initial implementation and training stages. Ultimately, embracing this transition could lead to heightened efficiency and greater satisfaction within your sales team, reinforcing their motivation and engagement. Such a shift not only streamlines processes but also empowers the team to focus on what they do best: selling.

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.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Free
Free for up to 5 payees
Growth - $400 up to 20 payees
Scale - $1,500 per month for up to 50 payees
Enterprise - custom quote
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

Concert Finance

Date Founded

2017

Company Location

United States

Company Website

concertfinance.com

Company Facts

Organization Name

Commcise

Date Founded

2013

Company Location

United Kingdom

Company Website

commcise.com

Categories and Features

Commission

Not specified

Categories and Features

Commission

Not specified

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