PERFORMANCE VALIDATION

AccuVerify from Accusource analyzes individual portfolios and composites and makes the updates and corrections necessary to pass a GIPS verification or your own internal audit.  Schedule a conversation today to see how we can help your performance process.

PERFORMANCE ACCURACY

  • Audits the data accuracy, comprehensiveness, and proper performance construction of individual portfolios and composites
  • Identifies inaccurate data and performance results
  • Streamlines performance protocols and verification operations

EFFICIENT AUDIT

  • Mines data for outlying items
  • Eliminates tedious manual steps
  • Efficiently automates verification and reporting, helping corrections to be accomplished monthly, weekly, or even daily.

TIMELY PERFORMANCE REPORTING

  • Provides you and your clients with additional confidence in your data
  • Helps firms be better prepared for GIPS verification
  • Assists in informed decision making, by being based on timely data

Contact us about a no obligation analysis and review of your existing processes.

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