Compensation, commissions, CSA services, trade reporting, and research invoicing in one practical platform.
Brokers and research providers need timely, accurate views of compensation, commissions, CSA services, trade reporting, and research invoicing. Castine helps firms simplify these workflows with modular tools that can support one function or connect the entire process.
Use Castine to work smarter, faster, and more profitably while serving client needs and giving internal teams clearer compensation and profitability insight.
- Deliver commission and CSA services clients can depend on.
- Enhance trade reporting and client service.
- Improve research invoicing workflows.
- Give management teams more reliable compensation and profitability information.
Four reasons brokers pick Castine
True industry experts.
Hands-on implementations with firms like yours since 2003, not theory. Our team publishes, speaks, and leads at the industry's forums.
No one-size-fits-all.
Complex firms do not operate the same way and should not be forced into uniform systems. Modular blocks build a solution that fits yours.
Not broker owned.
Castine is independent and conflict free. Your data is never shared, and no competitor sits above us on an org chart.
One partner.
One portal, one implementation, one support group, one database, one permission structure. When you need the next solution, it comes from the same integrated library.
What you can build
Commander
Broker CSA/Commission Management System
End-to-end CSA and commission management: unbundling, reconciliation, payments, and a client portal your clients will actually use.
Commissioner
Broker Compensation and Performance Reporting
Compensation and performance reporting for brokers: every trade, credit and fee matched to the right person and the right grid. Client and trader profitability, expense and draw management.
Spinnaker
Broker and IRP Research Invoicing and Contract Management
The purpose-built research invoicing system: scheduling, VAT and tax handling, revenue recognition, connected to your accounting system.
Trade Center and Reporter
Multi-OMS / Multi-Asset Class Trade Reporting
User-managed trade reporting across every asset class and data source.
Outsourced Trading
Track every client, agreement, and counterparty goal in a category that is growing fast.
Compliance
One compliance surface for due diligence, risk scoring, and tracking.
Castine has never failed a client acceptance. Ever. The systems scale from 5 users and 100,000 trades to 3,000 users and 3 billion trades, fully multi-currency and multi-asset, with every change audited. All of it runs in the cloud, or in your own environment if you prefer to host.