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Helping Your Firm Grow via GIPS Verification and Investment Performance Auditing
Product Description
About this Product
Growth: Gain assets and lower risk with GIPS compliance
Guidance: Expert consulting to simplify GIPS process
Credibility: 20 years of proven GIPS verification expertise
About Absolute Performance Verification
Absolute delivers high-quality, client-appreciated GIPS verification and investment performance audit services designed to help growth-minded firms and advisors achieve more assets and strengthen investor confidence. Trusted by investment firms of all sizes, Absolute is ready to partner with you to guide, educate, and support your team every step of the process. Our professionals bring decades of hands-on expertise and industry leadership, earning the respect of peers and clients alike. We work in a congenial manner to help firms strengthen compliance processes, reduce operational and regulatory risk, and exponentially grow their assets. We are ready to work for you.
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.