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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Castine Consulting LLC, previously known as Cogent Consulting, has been a prominent global provider of management solutions for over three decades. Its established products are utilized in more than 60 countries, with installations exceeding 4,000 locations. With expertise in the software, we are equipped to provide exceptional support. Castine's product range features top-tier solutions tailored for the investment sector, focusing on compliance, commission management, as well as compensation and performance reporting. The firm's leaders are acknowledged as pioneers in various aspects of commission management, including 28(e), CSA, RPA, and MiFID II, as well as in compliance operations and due diligence processes. Furthermore, Castine's principals have earned recognition as experts in broker reviews and compensation solutions. Collaborations with partners like Integrity Research enhance the depth and variety of our offerings. By leveraging cutting-edge technology, Castine ensures an up-to-date experience for all its clients, solidifying its reputation in the industry. As we continue to evolve, we remain committed to delivering innovative and effective management solutions that meet the changing needs of our clients.

Description

For over two decades, FoxTrot has consistently delivered exceptional software designed to simplify the operations and commissions departments. Our goal is to enhance every facet of the commissions department, whether it involves eliminating the need for Excel through one-click statement imports or providing comprehensive daily blotters, payroll computations, and streaming broker statements. We have a deep appreciation for small to mid-sized broker-dealers because we understand their specific needs. Our partnership approach fosters a friendly and collaborative environment. Our innovative and growth-oriented software is designed to scale alongside your business, all while avoiding the necessity of hiring additional staff. By collaborating closely with our clients, we embrace a "Yes!" mindset when it comes to solution-finding. Consequently, we have created a powerful system capable of addressing nearly every commission scenario, all while providing a reliable foundation for daily operations and functions. We remain committed to evolving our software in response to the changing needs of our clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$7500 one-time payment
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Castine

Country

United States

Website

castinellc.com

Vendor Details

Company Name

FoxTrot Software

Founded

1987

Country

United States

Website

www.foxtrotsw.com

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management No 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions Yes 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

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