Roland|Criss conducts evaluations of firms that provide services to fiduciary organizations. Using practice standards developed by a broad base of stakeholders in the fiduciary community,
Roland|Criss develops ratings that reveal for the buyer market how vendors rank in critical fiduciary support categories.
We conduct rating audits in the U.S., Australia, Canada, New Zealand, and India of:
- investment managers;
- investment advisors;
- recordkeepers;
- third party administrators; and
- custodians of assets.
Roland|Criss' was the first to conduct certification audits for CEFEX. The audit process is based on the ISO 19011 audit methodology for testing quality management systems.
Ask us here about how your vendors can get certified.
If your firm is a service provider, inquire here on how to get rated or certified.
|
