Castine LLC

  • BROKER DEALERS AND 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.

WELCOME TO CASTINE

PROVIDING ANSWERS FOR OVER 30 YEARS

Castine LLC (formerly named Cogent Consulting) has been a global provider of management solutions for over 30 years. Its products are used by over 2,000 firms around the world, representing many of the largest brokers, research providers, asset managers, and hedge funds.

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:

  • BROKER DEALERS & RESEARCH PROVIDERS

    Industry-Leading Commission Management, Compensation, Client Profitability, Document Management, and Compliance Solutions

    BROKER DEALERS & RESEARCH PROVIDERS
  • ASSET MANAGERS AND HEDGE FUNDS

    Multi-Asset Class Trade Reporting, Commission Management, Compliance, Budgeting and Payment, and Vendor Management

    ASSET MANAGERS AND HEDGE FUNDS
  • COMPLIANCE WHEELHOUSE

    Complete Counterparty Due Diligence and Compliance Office Management Suite

    COMPLIANCE WHEELHOUSE
  • 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. 

    CASTINE VIRTUAL