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What is Dolfin?

Dolfin streamlines the automation, tracking, and review of commissions, all within a single AI-driven platform. You can achieve complete oversight of your sales commissions while gaining immediate access to your commission information. The intuitive, logic-based interface makes it easy to set up compensation plans, accommodating any level of complexity or unique circumstances. By managing your entire commission process in one centralized location, you can utilize collaborative tools to ensure everyone stays aligned. This system not only motivates your revenue teams to excel by allowing them to concentrate on what they do best but also provides real-time insights into their performance. You can quickly recognize top achievers as well as those who may require further assistance. With a comprehensive view of which deals and payouts have activated commissions, you'll understand precisely how much your team is earning. All of this vital data is securely stored on ISO-certified servers located in Ireland, ensuring both safety and reliability for your business operations. In addition, Dolfin helps foster a culture of transparency and accountability, further enhancing team performance.

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

Airtable
Factorial
HubSpot CRM
NetSuite
Pipedrive
Pipedrive Dealbot
Salesforce
Slack
Stripe
Xero

Integrations Supported

Airtable
Factorial
HubSpot CRM
NetSuite
Pipedrive
Pipedrive Dealbot
Salesforce
Slack
Stripe
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Dolfin

Date Founded

2023

Company Location

Spain

Company Website

www.heydolfin.com

Company Facts

Organization Name

Commcise

Date Founded

2013

Company Location

United Kingdom

Company Website

commcise.com

Categories and Features

Commission

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Categories and Features

Commission

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

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