Ashland Partners Releases a New Verification Data Extraction Utility

Ashland Partners & Company LLP and John Norwood Consulting, LLC have co-developed a data-extraction utility to support the GIPS® verification process for Ashland Partners’ clients using Schwab PortfolioCenter.

The data-extraction utility now aggregates composite and account-level information in a few simple steps allowing clients to quickly respond to data requests required by Ashland Partners’ verification process.  By eliminating the need for multiple reports and secondary data requests, the data-utility extract will free up client resources, reduce the duration of the project, and lower the total cost of verification.

“Ashland Partners is pleased to have joined with Norwood to provide this unique tool to increase efficiency and reduce the need for additional requests during a verification.  With Norwood’s knowledge of PortfolioCenter, we are excited to offer a solution specifically designed for this platform’s users,” said Jason Millard, CFA, CIPM, Partner at Ashland Partners.

For more information on how to incorporate this utility into your verification procedures, please contact Jason Millard at 1.541.842.8404 or jason@ashlandpartners.com.

One thought on “Ashland Partners Releases a New Verification Data Extraction Utility”

  1. This is great! Love seeing this kind of efficiency gained. Our firm would love to see something similar designed for CAPS.

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