Castine
Castine
Commission & Research Management That Actually Moves the Needle
At Castine, we equip asset managers and brokers with smarter, and more efficient ways to handle commissions, CSA tracking & reconciliation, research budgeting, payments, compliance, compensation and research management solutions (RMS). Trusted by 2,000+ firms—from boutique shops to $1.5T giants, we simplify the complex with secure, scalable technology tailored to each environment.
Our edge? A multi-asset, multi-OMS trade reporting engine, plus AI-driven tools crafted for firms who crave clarity. Whether you’re on the buy or sell side, Castine connects the dots by bridging workflows, boosting transparency, and ensuring compliance without compromise.
This isn’t plug-and-play software. It’s infrastructure with staying power: 10+ years average client retention, teams in five countries and platforms custom designed and built to grow with you.
OUR PRODUCTS
Castine operates globally to support leading asset managers, hedge funds, broker/dealers, and research providers. For more information, please click the appropriate box below:
WHY CHOOSE CASTINE
Castine’s principals are recognized as world leaders in commission management, with over 100 years of experience in the full continuum of research management, from broker, aggregator, and asset manager perspective. Everything for the buy-side from due diligence and evaluations to budgeting and payments, and from multi-OMS and multi-asset class reporting to complete internal and external research management. For brokers, we cover CSAs, aggregation, outsourced trading, and complete compensation management for institutional and retail brokers.
EXPERTISE
Castine partners with every major broker, clearing firm, order management and accounting system to make it easier for you to focus on the results and not just getting the data. Our library of over 400 data connections is constantly evolving to better support you.
Partners
Castine’s solutions give you never-ending flexibility for best-of-class hosting. You can host yourself or use AWS, GCP, Azure, Rackspace, Digital Ocean, or any compliant systems. We host globally, solving the issues of local control, GDPR, and of course security.
CLOUD TECHNOLOGY
Castine’s 30-year history has been built on the most secure foundation available. Our infrastructure, backups, encryption, regular white hat penetration tests, and global security accreditations means your data is safe and will continue to be safe.
SECURITY
SUPPORTING OUR CLIENTS
Castine LLC has operated in the financial services industry for over 30 years and knows that its industry-leading solutions have to be matched with industry-leading delivery and support services.
INDUSTRY EXPERTS
Castine has more experts with deeper knowledge of the intricacies of commission management and research than any firm anywhere in the world. We can help with best practice overviews, showing you how your peers have tackled - and succeeded - in similar areas, and what are the different options you can benefit from. We become a trusted member of your team, now and as your needs evolve.
NEVER A MONOLITHIC APPROACH
We feel that a tailored approach is much better than an off-the-rack, one-size-fits-all system. We work with you and your team to truly understand your needs and then have the system meet your needs instead of forcing a monolithic system on you. Your users deserve the best, and Castine works with you to deliver the best.
100% Acceptance Guarantee
Castine delivers solutions that work. They collect the proper data from data feeds or users, process them correctly, and generate value-added answers to you and your team. This is the cornerstone of our 100% acceptance guarantee.
SUPPORT AND RESPONSIVENESS
Relationships are built on long term support. Castine doesn’t deliver software to you and then walk away; we are there from the very first meeting through implementation and right on into your day-to-day support needs. Our support covers upgrades, warranty, and ongoing usage help. We have teams on three continents ready to help ensure your system continues to be the success it deserves to be.