Castine Commissioner
Empowering Precision in Compensation and Performance
Your Edge in Team Productivity and Profitability
Take control of compensation, sales performance, and profitability with Castine Commissioner—the system built to simplify complex payout calculations and deliver clear, actionable insights to drive advisor and firm-wide performance. Whether you’re managing a team of brokers, advisors, or hybrid models, Commissioner helps you accurately reward success, optimize outcomes, and scale with confidence.
.
Benefits
Daily Transparency
Deliver daily compensation and performance reports to advisors and leadership—eliminating end-of-quarter surprises and confusion.
Real-Time Clarity
Provide instant visibility into the most profitable clients, products, and teams across your organization with intuitive dashboards.
Automation at Scale
Replace spreadsheet chaos with automated pipelines that handle compensation, fee matching, credits, and offsets with ease.
Unmatched Flexibility
Customize rules for any compensation scenario—by team, product, geography, or transaction type—all in one seamless hierarchy.
Streamlined Operations
Cut processing time and risk by eliminating manual workflows and centralizing all revenue and compensation data.
Advisor Confidence
Empower financial advisors with full visibility into their commissions, fees, and profitability—on desktop or mobile, anytime.
Frictionless Integration
Seamlessly onboard new teams or product lines with individualized transition rules and multi-office support.
Audit-Ready Compliance
Ensure every payout is tracked, documented, and error-free—minimizing risk while boosting trust.
Morale Boosting Accuracy
Eliminate disputes and boost trust with accurate, first-time-right payout calculations.
Profitability Insights
Track profitability by client, team, and region with integrated visibility into overhead, draw, and revenue contribution.
Features
Comprehensive Compensation Engine
Automate complex payout structures, including grids, bonuses, thresholds, splits, and overrides—on a per-transaction level.
Multi-Team Support
Accommodate diverse compensation models across newly acquired or legacy teams with tailored timelines and rules.
Integrated Profitability Reporting
Combine revenue, fees, overhead, benefits, and other offsets to deliver true margin visibility.
Daily Performance Reports
Generate automatic daily reports for individuals and teams, highlighting sales activity, client impact, and earnings.
360° Financial Advisor Portal
Advisors access their client data, commissions, fees, and historical performance from anywhere—fully mobile and secure.
Advanced Rules Engine
Support unique rules based on client, product, channel, or geography—with full audit trails and time-based logic.
Self-Service Configuration
Modify payout models without waiting for developer resources—accelerate change with in-system rule updates.
Web-Based & Always Available
Cloud-native and browser-accessible 24/7/360°, from HQ to road-warrior advisor teams.