This tool was built specifically for our partners -
Professionals that collect financial data from groups​

​Many reporting applications on the market are designed for a single company, not for a professional trying to help unrelated businesses compare their results but Peer Comparisons is purpose built for leaders of mastermind or Peer Groups.

One big example, we focus on getting your customers data prepared for you and put it in a database YOU own, to be presented in reports YOU own.

Product features built with our partners in mind:

• Brand Reinforcement – We know you have worked hard to gain your clients trust and so from the beginning we knew our software needs to show your brand, not ours
• ​ Reporting Model Management Mapping tools (aha) - This tool makes it a breeze to manage the categories that you use to present to you clients while also reducing onboarding friction by eliminating the need for the client to update their chart of accounts. 
• Summarized Data - We summarize data in your database based on your choice of transactional level, daily summary, or monthly summary of user accounting uploads.
• Goal Management data - We provide you with tools to manage goals that can appear in your reports 
• Consultant management allows you to give a consultant access to a portion of your client base
• Client license management tools
• Server (database) Management - because you always get to choose where you want your data to be stored
• Visibility into your customer upload status and issues

Latest version:
   Version  44