Asset Manager Toolkit
Complete CSA and Trade Analytics for
Asset Managers and Hedge Funds
Stop Fighting Disposable Commission Management Systems.
Start Winning Instead.
Every 3-5 years, you face the same expensive reality: your commission management system can’t keep up. New regulations emerge. Trading platforms multiply. Your firm grows. And suddenly, you’re back to evaluating rigid, one-size-fits-none solutions that force you to change how you work.
THERE'S A BETTER WAY
After three decades building advanced commission management systems for the world’s largest asset managers and hedge funds, we’ve learned one critical truth: your firm is unique, and your technology should reflect that uniqueness.
Introducing Castine's Asset Manager Toolkit
Unlike monolithic packages that dictate your workflow, our toolkit gives you proven building blocks that adapt to your processes. Want to do a research evaluation review? Done. Need complete contract management with renewal alerts? No problem. Budgeting at a firm level or way down into the weeds? Got it. Need to analyze and report on trades across multiple asset classes and OMSs? Absolutely. Start Small, Scale Smart
One of the world's largest global asset managers called AMT a
"game changer."
Benefits
Commission Management without the headaches
Automate your entire research management workflow from compliance to evaluations and from budget tracking to payment processing. Avoid the errors and omissions of manual systems.Gain Superior Research Relationships
Transform chaotic broker feedback into actionable intelligence with normalized scoring across hundreds of research providers. Make data-driven decisions about research spend and strengthen relationships with your most valuable counterparties.Accelerate Analytics and Report Generation
Eliminate expensive IT support requests and lengthy development cycles. Your teams can generate complex trade reports in seconds instead of waiting days or weeks for programmer availability, dramatically reducing operational expenses while improving decision-making speed.Industry Experts
We bring best practices to every project we work on. If you’re new to CSAs and research procurement, evaluation, and management, we have you covered. With 30 years of experience, we can help get you up to speed quickly, on time, and on budget.Reduce Operational Risk
Replace error-prone spreadsheets and manual processes with automated trade reconciliation and validation. Multi-pass engines with tolerance tuning catch discrepancies instantly, protecting your firm from costly mistakes and regulatory violations.Chart Your Own Course
Instead of monolithic systems from other vendors, Castine’s systems let you decide what to use and how they should adapt to you instead of the other way around.Future-Proof Your Technology Investment
Avoid the costly “rip and replace” cycle with modular architecture that adapts to regulatory changes and business evolution. Add capabilities as needed without disrupting existing workflows or losing historical data.Empower Your Team with Self-Service Analytics
Free your analysts and portfolio managers from dependency on IT resources. Generate custom reports, perform trend analysis, and drill down into performance metrics whenever insights are needed, not when IT schedules allow.Accelerate Decision-Making with Real-Time Insights
With all your processes for commission management, research, and trade analytics in one portal, you can easily identify new research relationships, optimize resource allocation, and spot growth opportunities faster than competitors relying on outdated reporting methods.Features
Trade Unbundling
Use pre-split CSA information or Castine’s unbundling engine to get the most accurate view of balances across all brokers and aggregators.
Unlimited OMS Connectivity with Intelligent Trade Unbundling
Seamlessly connect to unlimited order management systems and automatically unbundle trades using regulatory group-based rules. Get the most accurate view of balances across all brokers and aggregators without manual intervention.
Multi-Dimensional Research Valuation Engine
Replace outdated broker votes with Castine’s sophisticated Valuation Centre that enables rigorous, repeatable research assessment. Conduct hierarchical reviews with value-weighted valuations and customizable scorecard builders across your entire enterprise.
Modular Asset Manager Toolkit Architecture
Break free from rigid, monolithic packages with Castine’s flexible building blocks approach. Start with any component and expand as needs evolve—from simple votes to complete commission management—without starting over.
Multi-Pass Trade Reconciliation
Streamline trade reconciliation with tolerance-tuned engines that perform multi-pass reviews to quickly get to the breaks that need focusing on. Resolve commission discrepancies instantly and eliminate operational risks associated with manual processes.
Centralized Due Diligence with Risk Scoring
Ensure that your CSA due diligence is done before signing up new providers. Extendable to also cover trade counterparties, cyber, KYC, and other types of reviews.
Interactive Dashboard for Firm-Wide Analytics
Bring together all your firm’s information in a user-managed dashboard. Show up-to-date trade, budget, payment, evaluation, and other data instead of requiring users to have to run dozens of reports individually. Turns data into actionable answers.