Owner reporting / Evaluation guide
How should an owner compare CREx and Pereview?
Compare the proposed scope against the same manager roster, source packages and investment and source-integration requirements. Record what each provider states, what your team has observed and what is agreed in writing. An unverified item remains open rather than being treated as absent.
By CREx Software · Editorial review 2026-10-18
Compare the complete proposal, with evidence beside each answer.
Pereview describes integration of internal and external asset-management data, including custom integration requirements. CREx OS is the portfolio data and reporting foundation beneath Intelligence. Category labels do not establish an exclusive capability. Confirm current modules, data services, AI access and ongoing duties in each provider's proposal.
What to confirm before choosing the scope
| Requirement | What to confirm | What to retain |
|---|---|---|
| Source coverage | Which of our managers, environments and fields are covered? | Request the actual coverage and access prerequisites. |
| Definitions | How does our reporting basis become comparable? | Request an account-mapping or metric example. |
| Revisions | What happens when a source changes or arrives late? | Request a missing-input and revised-package example. |
| AI and reporting | Which outputs and AI environments are available for this scope? | Separate available, configuration-dependent and planned work. |
| Continuing support | What remains with our team after setup? | Agree review ownership, eligibility, shared capacity and fees. |
| Portability | What can our team retain or export? | Confirm the actual data, format and contractual conditions. |
| Investment strategies | Which equity and debt requirements belong in the proposed modules? | Use a source and output example for each strategy on the shortlist. |
| Custom integration scope | What must be configured for a source outside the standard proposal? | Record the fields, responsible party, acceptance criteria and change terms. |
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.
Review example
A source question to work through
An equity portfolio and a debt strategy use different source records. Ask each provider to identify the proposed modules, accepted inputs and specific outputs for both.
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 show that Pereview lacks a capability?
Is CREx support universal or unlimited?
Continue with the relevant guide
Source information
Sources reviewed 2026-10-18. Vendor information describes its published offering, not a hands-on test or confirmation of your licensed scope. This guide is written by CREx. Confirm current availability and responsibilities with each provider.
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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