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Castine Launches
AI-Powered Tools Across Its Full Platform

A First for Commission Management

Castine Launches AI-Powered Tools Across Its Full Platform – a First for Commission Management

Castine, the global leader in commission management systems, today announced the launch of AI capabilities embedded across its entire platform, spanning broker and asset manager workflows. The release marks an industry first in commission management, putting AI-driven intelligence directly inside the tools firms already rely on every day.

Many processes within commission and research management have historically been handled manually, consuming valuable time and introducing avoidable errors into critical workflows. Castine’s AI initiative is rolling out across its entire suite of systems, with high-value improvements already visible:

  • AI-powered invoice and payment processing for brokers and IRPs
  • AI-powered broker reviews
  • AI-powered research overlay across internal and external content, transcripts, market data, and key documents

“AI gives our users the assistance they need to ensure the most robust broker reviews and to enable faster, easier payment processing. AI does not replace the valuable insights of users but instead acts as an assistant to help on multiple fronts,” said Robin Hodgkins, Castine’s president

These capabilities extend Castine’s two-decade commitment to building tools that enhance the judgment of asset managers and brokers, not replace it. Future use of AI will be introduced across the existing systems and built into new modules as they are developed. The operative goal is to increase productivity, transparency, and communications.

Asset Managers gain an AI assistant built into Castine’s Broker Evaluation tools and Research Management System (RMS). The AI supports portfolio managers and reviewers by analyzing interactions and feedback, then suggesting both numeric scores and commentary, accelerating evaluations without overriding professional judgment. Broker reviews can be conducted at different levels, and Castine’s AI adapts to each type. For example:

  • A simple research-broker review, conducted at the firm level, uses AI to analyze every voter’s comments, ratings, and related metrics, producing a suggested allocation and refined commentary for distribution. Portfolio Managers can always accept or override the suggestions.
  • In an interaction-based review, Castine’s AI analyzes every interaction tied to a firm, from internal logs to broker submitted activity. It incorporates the participant’s ratings, who was involved, as well as the strategy, region, sector, interaction type, and firm size. The result is a highly refined view of value, all based on the asset manager’s rulebook. Broker liaisons can deploy AI across an entire evaluation cycle to generate final scorecard comments for brokers and IRPs. “We are giving managers tools to sharpen and fine-tune their decision-making, not handing it off to a machine,” said Robin Hodgkins, Castine’s president.

 

Research Management (RMS) embeds AI across a firm’s internal and external research, market data, transcripts, and the broader document universe that underpins sound investment decisions. Teams can surface, synthesize, and act on relevant content faster than ever before. This is a major value add for asset managers, as PMs and analysts routinely spend hours per day reading broker notes, work that can be reduced to just minutes.

Brokers gain efficiency across contracts, client agreements, and payment processing. With Castine’s new AI-driven invoice payment processing capability, the system now automatically extracts key details from uploaded research invoices and populates the corresponding payment requests for brokers and IRPs. Administrators simply review and approve AI-generated entries before they enter the payment workflow, reducing manual effort, cutting errors, and delivering a faster, cleaner payment experience for brokers, their clients, and operations teams. What was once a manual transcription process is now fully automated.

“Castine leverages AI to enable customers to make better decisions, with greater speed,” said John McGough, Castine’s Global Head of Business Development. “The expertise of our users remains paramount. Our objective is to provide them with tools that enhance accuracy, reduce friction and support desired outcomes.”

About Castine

Castine Consulting LLC, provides commission management, compensation, and compliance systems to the financial services community. Castine works with over 500 asset managers and over 50 brokers worldwide. Modules include commission management (CSA and P&L-based), trade reporting, research management, compensation, performance reporting, trend analysis, and client profitability. Castine operates globally and has teams in New York, London, Lisbon, Paris, and Buenos Aires.