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45 North Broad Street, Suite 502, Ridgewood, NJ 07450, United States

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Focusing on Your Success Through Industry-Leading FinTech Solutions

One Company, Many Solutions, One Goal

Castine has a 30+ year history of delivering industry-leading solutions to broker dealers, research providers, asset managers, and hedge funds around the globe, all focused on giving our clients the answers they need to grow and prosper. Castine (formerly known as Cogent), works with over 2,000 firms to provide the highest-level of service with its cloud-based and in-house hosted systems for commission management, research budgeting and payment, compensation, and compliance. Our solutions can be used to solve individual issues, such as tracking CSA balances with clients or brokers, or solve multiple issues with an integrated portal. Our clients represent a “who’s who” of the largest asset managers and brokers, as well as those firms that are rapidly growing to meet their client’s demands and who want to start off with solutions that can scale along with them. Castine operates globally, with teams in New Jersey, London, and Buenos Aires.

Castine Solutions

Asset Managers & Hedge Funds

Asset Manager Toolkit - Manage Your Trades and Research Payments Strategically Keep ahead of what’s going on with your trades, commissions, budgets, and payments with the leading asset manager solution in the marketplace. Rather than dictate to you what you need to run your business, the Asset Manager Toolkit let’s you choose from an integrated set......

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Broker Dealers & Research Providers

Commisioner - Compensation, Revenue, and Profitability Reporting Complete Performance and Compensation System for institutional and retail brokers. Every broker needs a robust and completely reliable tool to identify performance issues for their team and to implement targeted and complex compensation systems. The Commissioner gives management, traders, and financial advisors the tools to......

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Compliance OPS & DDQS

Compliance Telescope - Streamline Your Due Diligence Improve due diligence processes with automated DDQ collection, risk scoring, alerts, and a complete document repository instead of spending valuable time and resources trying to stay ahead of reviews. Use Castine’s “Universal DDQ” forms, industry DDQs, or your own for KYC, KYV, cyber, research reviews, trading......

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