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1  Unacceptable
2  Very poor - always fails to meet expectations
3  Poor - often fails to meet expectations
4  Satisfactory - sometimes meets expectations
5  Good - often meets expectations
6  Very good - always meets expectations
7  Excellent - consistently exceeds expectations

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service partners evaluated across 6000+ ratings submitted
Complimentary reports evaluating supplier performance

Transaction processing

Automated receipt and recording of fund transactions.

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NAV calculations

Calculating a collective investment fund's Net Asset Value (NAV) - its total asset market value, including accruals and after deducting debts and expenses.

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Income/expense processing

Calculating income / expense accruals and processing to the fund account.

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Multi-currency base reporting

Processing and calculation of NAV by currency.

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Statutory reporting

Produce reports that are required by insurance regulations

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Other feedback

Year-on-year performance, improvements needed...
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