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BROKER DEALERS AND RESEARCH PROVIDERS
Industry-Leading Commission Management, Compensation, Client Profitability, Document Management, and Compliance Solutions
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ASSET MANAGERS AND HEDGE FUNDS
Multi-Asset Class Trade Reporting, Commission Management, Compliance, Budgeting and Payment, and Vendor Management
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COMPLIANCE WHEELHOUSE
Complete Counterparty Due Diligence and Compliance Office Management Suite
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CASTINE VIRTUAL
Castine Virtual (“CV”) gives asset managers and brokers the benefits of centralized CSA (soft dollar) trade reconciliation and payment processing, all without requiring sharing trade or research provider information with another broker.
WELCOME TO CASTINE
PROVIDING ANSWERS FOR OVER 30 YEARS
WHY CHOOSE CASTINE
Castine’s principals are recognized as world leaders in commission management (CSA, Aggregation), research reviews, budgeting, and payments, as well as institutional and retail broker compensation, and compliance.
EXPERTISE
Castine partners will all of the largest brokers, clearing firms, and data services to provide the most complete data needed by its clients. Our library of over 400 data connections and feeds grows daily.
Partners
Castine’s technology means that no software needs to be installed, clients can choose from all of the major cloud providers or in-house servers, and allows our solutions to run on any current browser on PCs, Mac, or tablets.
CLOUD TECHNOLOGY
Using the latest development, project management, and testing tools, Castine can deliver best of breed systems in a fraction of the time that legacy or older systems can. Response times for enhancements are measured in hours or days vs. months and years.
RESPONSIVENESS
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.
UNDERSTANDING NEEDS
The first step in any successful relationship is understanding your needs. They could be to save time, or money, or resources. Or to help win new business or solidify one’s lead in the marketplace. Nothing starts without clear goals.
CUSTOMIZATION
There are “good” and “bad” ways to customize a system. We feel that the “good” way is to improve our product line with extensions that all clients can benefit from should they choose, rather than creating one-off, hard-to-support custom systems
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
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.
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:
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BROKER DEALERS & RESEARCH PROVIDERS
Industry-Leading Commission Management, Compensation, Client Profitability, Document Management, and Compliance Solutions
-
ASSET MANAGERS AND HEDGE FUNDS
Multi-Asset Class Trade Reporting, Commission Management, Compliance, Budgeting and Payment, and Vendor Management
-
COMPLIANCE WHEELHOUSE
Complete Counterparty Due Diligence and Compliance Office Management Suite
-
CASTINE VIRTUAL
Castine Virtual (“CV”) gives asset managers and brokers the benefits of centralized CSA (soft dollar) trade reconciliation and payment processing, all without requiring sharing trade or research provider information with another broker.