Commission, research, trade, contract, and compliance management in one flexible portal.
Castine helps asset managers and hedge funds bring critical front, middle, and back-office workflows into one connected platform. Firms can manage commissions, research, trades, contracts, and compliance activity through configurable modules that support existing processes and easily scale as requirements change.
With experience gained from delivering commission management and research solutions to over 500 buy-side firms, Castine brings proven experience to complex institutional workflows.
- CSA Commission Management
- Research Management System (RMS)
- Research Budgeting & Payments
- Multi-Asset Trade Reporting
- Research Evaluation & Broker Reviews
- Contract & Due Diligence Management
- Compliance & Regulatory Oversight
- RMS API Feeds & Data Integration
- AI-Powered Research Intelligence
The challenge
Commission and research management programs often outgrow rigid systems. Platforms that require replacement every three to five years can create operational disruption, increase cost, and limit a firm's ability to respond to new regulations, asset classes, reporting needs, and business models.
- Systems become difficult to adapt as workflows change.
- Manual workarounds increase operational risk and slow reporting.
- Disconnected tools make it harder to maintain a consistent view of commissions, research, contracts, and compliance.
The Castine approach
Castine uses a modular, building-block approach so firms can deploy the capabilities they need now and expand over time. Each module can operate independently or as part of a broader platform, giving teams a practical path from targeted workflow improvement to enterprise-wide commission and research management.
What you can build
Start with any module. Add the rest when you need them.
AM Toolkit
Asset Manager Toolkit for commission management, contracts, budgets, and reporting
Manage CSAs, budgets, broker votes, and broker reviews in one suite. Improve visibility across commission programs without forcing teams into a fixed operating model.
Castine Virtual
CSA aggregation without custodial risk
Aggregate CSA balances across brokers in a single view, without handing proprietary data to one aggregation broker.
Trade Center and Reporter
Multi-OMS and multi-asset-class trade reporting
Every trade, every asset class, every venue. Give business teams reporting control without relying on programmers. Reduce spreadsheet-heavy processes and manual pivot-table work.
Research Management System
Research management for external research, reference data, and internal notes
Centralize research and reference data from over 500 brokers and IRPs as well as your internal research in one portal. Or leverage our MCP and API access to source information from more than 500 brokers.
Contract Manager
Vendor and agreement oversight
Agreements, renewals, and supporting documents in one place, with alerts for upcoming renewal dates and key contract milestones. Maintain clearer control over the agreements behind research spend.
Compliance
Support due diligence, risk scoring, KYC, and KYV workflows, with risk score alerts and help with the logistics of managing compliance with hundreds of suppliers.
One of the largest global asset managers calls the AM Toolkit a game changer. Castine Virtual alone serves 50+ brokers and nearly 500 investment managers worldwide. And clients stay: average retention runs past ten years.