There are many things to consider as you prepare to convert historical performance data. Having a wealth of information about your legacy data and potential data landmines empowers you to prepare your stakeholders and better enables you to prepare a communication plan for performance recipients.
Since 1991, First Rate has successfully performed hundreds of history conversions. We have knowledgeable staff that can assist you in understanding the contingencies and developing the best plan for transitioning to a new system.
Topics discussed in the E-Book include:
Knowing your performance segmentation scheme
Knowing your account population
Knowing the return frequency
Knowing what financials are available that support the return
Knowing the return basis
For immediate access to the E-Book, please complete the short form. Upon submission, the E-Book will be sent to your inbox.