Owner reporting / Evaluation guide
What should a distribution-software evaluation cover beyond the investor portal?
Trace the investor output to its approved entity information, ownership basis and supporting property reports. Agree which provider prepares each input, which team approves its use and how a revised source changes the downstream reporting.
By CREx Software · Editorial review 2026-10-18
Keep the investor process and the property-data handoff clear.
A distribution workflow may involve an administrator, accounting platform, investor portal and portfolio reporting system. Product names do not establish who calculates, approves or executes a payment. Keep those responsibilities explicit in the purchase and service scope.
What to confirm before choosing the scope
| Requirement | What to confirm | What to retain |
|---|---|---|
| Investor records | Confirm the relevant entity and reporting recipient. | Record the approved ownership and allocation basis. |
| Supporting information | Identify the property and entity packages required. | Track the period, version and source contact. |
| Calculation ownership | Name the team responsible for the investor result. | Confirm the accepted calculation and review process. |
| Execution authority | Identify who may release notices or payments. | Keep the authorized approval route. |
| Revisions | Agree how corrected inputs reach the responsible team. | Record which downstream outputs need review. |
These are buyer and reviewer questions. They do not claim that the checks run automatically in CREx or establish a missing capability in another product.
Fictional review example
A source question to work through
A property package is restated after an investor report was prepared. Identify which entity and investor outputs relied on that version, then have the responsible team decide what needs revision.
Record the source, affected output, person responsible and next review date. Keep an unanswered item open until the appropriate reviewer accepts its treatment.
Where CREx fits
CREx OS is the portfolio data and reporting foundation beneath CREx Intelligence. Agree source coverage, reporting definitions, delivery expectations and review responsibilities for your account. Confirm the specific AI environment and available capabilities in the proposal. Your team reviews the evidence and makes the decision.
Eligible CREx OS accounts include support from the CREx team. Work with a named CREx operator to agree reporting responsibilities, shared capacity and coverage for your account.
Core is separately scoped Consulting for bespoke data projects. It is separate from the data foundation included in OS.
Questions to bring to the discussion
Does this page promise tax-form preparation or distribution execution by CREx?
Can we retain our investor platform?
Continue with the relevant guide
Discuss your requirements
Bring the source question.
Start with the manager roster, reporting purpose and open questions. We can discuss the relevant CREx scope and what needs confirmation.
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