Castine Consulting

Castine LLC, (formerly Cogent Consulting), provides cloud-based Commission and Compliance management solutions to the investment community. Castine works with over 250 asset managers and over 30 brokers to handle their commission management and compensation needs worldwide. Castine's Commissioner system is used by institutional and retail brokers and wealth management firms for all of their compensation, sales performance, and profitability reporting, avoiding the time and risk of using spreadsheet or legacy systems. Castine's Asset Manager Toolkit lets asset managers and hedge funds decide which aspects of their business are in need of a better solution. The AMT solution includes trade reporting, unbundling, compliance, payment management, budgeting, voting/broker reviews, and reconciliation. Commander is used by brokers to manage their client's CSA and commission management needs, including payments, reconciliation, and aggregation. The related Spinnaker module allow brokers to track all pricing and interaction, platform, and event based reporting and invoice management. The Compliance Wheelhouse helps compliance teams manage the corporate compliance calendar, ESG reporting, policy and procedure manuals, and gifts and contribution approvals. A complete due diligence module is used by over 2,000 firms to provide due diligence questionnaires to our clients. Castine's 22 team members operate out of offices in Ridgewood (NJ, USA), Buenos Aires, and London.