OVERVIEW
ATTRIBUTION
RISK EXPOSURE
INTERNET ACCESS
Saving Trees One Click at a Time
Compass offers a revolutionary new way for clients to access their performance data. The Compass Analytics Performance System™ (CAPS™) allows clients to safely and securely view their performance via an interactive web based interface. CAPS™ gives clients the power to navigate within their portfolio to any asset category or account and view performance for any time period they choose and against and array of different benchmarks.
You're in Control
Compass designates an individual at your institution as an "Administrator" giving that person the ability to control access to your portfolio data. That person can dynamically grant/deny viewing privileges to internal employees, outside trustees or third parties. Viewing invitations are sent/received by email and are portfolio specific.
It's Your Data
CAPS™ provides the ability for Administrators to download return data and even account level cash flows for spreadsheet analysis.