GITNUXSOFTWARE ADVICE
Finance Financial ServicesTop 10 Best Portfolio Performance Software of 2026
Ranking roundup of portfolio performance software for tracking investments, comparing FundCount, Croesus, and Masttro with pros and tradeoffs.
How we ranked these tools
Vendors set the topic, but our editors set the inclusion criteria and the evaluation framework before research starts.
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Framework: Features 40% · Ease 30% · Value 30%
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FundCount is the best fit when investment ops teams need repeatable performance runs with reconciliation and benchmark comparisons, whereas FactSet is a stronger choice if your firm relies on custody and market data with governed, controlled automation.
Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
FundCount
Reconciliation workflow ties transactions, holdings, and events into a performance-ready investment book of record.
Best for: Fits when investment ops teams need repeatable performance runs with reconciliation and benchmark comparisons.
Croesus
Editor pickBuilt-in change audit and governed reporting outputs tied to imports, assumptions, and calculation parameters.
Best for: Fits when performance reporting needs reconciliation checks and automated feeds across many portfolios.
Masttro
Editor pickWorkbook workflow ties reconciled inputs to period outputs, enabling traceable review across benchmark comparison steps.
Best for: Fits when investment operations needs repeatable performance runs with traceable inputs and reconciliation workflow.
Comparison Table
FundCount
vertical specialistFundCount provides portfolio accounting, performance reporting, consolidation, and analytics for alternative investments.
Reconciliation workflow ties transactions, holdings, and events into a performance-ready investment book of record.
FundCount is oriented around performance measurement workflows that start from data ingestion and end at standardized reporting outputs. It covers multi-currency valuation inputs and supports portfolio reconciliation steps that map transactions to holdings to reduce manual adjustments. Reporting can be organized by portfolio, benchmark, and account hierarchy so monthly and quarterly runs reuse the same configuration.
A practical tradeoff is that FundCount’s automation depth depends on clean input mappings for corporate actions and cash-flow events, which can require initial setup effort. It fits teams that already manage investment data in structured feeds and need repeatable monthly performance runs with consistent portfolio comparisons.
- +Workflow-based performance runs reduce manual rework between reporting cycles
- +Portfolio reconciliation helps isolate breaks between holdings and transactions
- +Benchmark and composite views support consistent comparison reporting
- +Multi-currency valuation inputs support consolidated results across accounts
- –Initial mapping for corporate actions and cash events can be time-consuming
- –Advanced attribution-style outputs require tighter data completeness than basic reporting
- –Complex account hierarchies demand careful configuration discipline
- –Some deep drilldowns depend on having consistent identifiers across feeds
Investment operations teams
Monthly close performance with reconciliation
Shorter close cycle
Portfolio accounting leads
Multi-currency valuation consolidation
Fewer adjustments across books
Show 2 more scenarios
Reporting analysts
Benchmark comparison packs
More consistent presentation
Produces portfolio and benchmark comparisons using reusable configuration for each reporting cadence.
Asset management finance
Composite reporting across managed accounts
Reduced manual consolidation
Organizes accounts into composites so performance and comparison views stay aligned.
Best for: Fits when investment ops teams need repeatable performance runs with reconciliation and benchmark comparisons.
Croesus
vertical specialistCroesus provides wealth management software with portfolio management, performance reporting, compliance, and client servicing.
Built-in change audit and governed reporting outputs tied to imports, assumptions, and calculation parameters.
Croesus is a portfolio performance workflow tool suited to teams that need repeatable performance measurement and attribution outputs tied to the same calculation rules over time. It supports corporate actions processing and multi-currency valuation so position-level and cash-flow movements map cleanly into results. Reconciliation workflows help detect mismatches across holdings and transactions before publishing investment performance.
A key tradeoff is that rule configuration and data mapping work can take longer than simple report-only tools when source systems differ from required input conventions. Croesus fits best when recurring cycles require consistent time-weighted return and benchmark comparisons across many portfolios and share classes.
- +Configurable performance workflow that enforces consistent calculation rules
- +Reconciliation support for holdings and transactions before results export
- +Corporate actions processing supports position and cash-flow continuity
- +API and ingestion options support scheduled automation and higher throughput
- –Data mapping effort increases when source schemas differ from inputs
- –Attribution configuration can require deeper domain assumptions
- –Some advanced reporting layouts depend on disciplined setup
- –Multi-source validation may increase cycle time during onboarding
Portfolio accounting teams
Monthly performance close with reconciliation checks
Fewer post-close corrections
Investment performance analysts
Benchmark and composite reporting cycles
More repeatable reporting
Show 2 more scenarios
Data engineering teams
Automated custodian data ingestion
Higher automation throughput
Uses API and scheduled ingestion to standardize imports into the performance workflow.
Risk and governance leads
Change control for calculation parameters
Clearer accountability
Uses audit trails and controlled access to track updates to rules and report outputs.
Best for: Fits when performance reporting needs reconciliation checks and automated feeds across many portfolios.
Masttro
vertical specialistMasttro provides wealth data aggregation, portfolio reporting, performance analytics, and document management.
Workbook workflow ties reconciled inputs to period outputs, enabling traceable review across benchmark comparison steps.
Masttro is a fit when performance measurement needs repeatable production steps rather than ad hoc spreadsheets. Period calculations include common performance views like time and money weighted returns plus benchmark comparisons, and the review workflow helps trace which inputs drive each output. The product also supports corporate actions processing and multi-currency valuation so valuations and income effects stay consistent across the calculation run.
The main tradeoff is operational overhead because consistent inputs are required for clean reconciliation and stable attribution outputs. Masttro fits best when a portfolio accounting or investment operations team runs monthly processing with tight change control and needs outputs ready for portfolio review and reporting.
- +Workbook-style workflow links inputs to outputs for faster performance review cycles
- +Corporate actions processing keeps valuations aligned across periods and currencies
- +Benchmark workflows support comparative views during monthly performance runs
- +Automation supports repeatable processing for recurring calculation schedules
- –Clean reconciliation depends on consistently formatted source data inputs
- –Deep setup work is required to keep attribution logic aligned with expectations
- –Complex portfolios can increase run-time when many holdings need look-through valuation
- –Some edge-case data mapping may require configuration before stable throughput
Investment operations teams
Monthly performance close with reconciliation
Fewer rework cycles in close
Portfolio accounting teams
Positions and transaction reconciliation checks
Reduced breaks between systems
Show 1 more scenario
PM reporting analysts
Benchmark comparison with attribution views
Clear attribution narratives
Masttro produces comparative reporting that supports analysis of relative performance against benchmarks.
Best for: Fits when investment operations needs repeatable performance runs with traceable inputs and reconciliation workflow.
FactSet
enterpriseFactSet provides portfolio analytics, performance attribution, risk analysis, and investment data for financial institutions.
FactSet’s performance and reconciliation workflows coordinate data ingestion through corporate actions handling to reduce downstream breaks in time-based results.
FactSet is a portfolio performance software choice that pairs investment data workflows with performance measurement and reconciliation needs. It supports performance analytics built around standardized time periods, benchmark comparisons, and attribution reporting for investment teams.
- +End-to-end workflows from market and custody feeds to performance outputs
- +Strong reconciliation coverage across holdings, transactions, and corporate actions
- +Attribution and benchmark reporting designed for investment reporting consistency
- +Extensive integration options for automation and operational throughput
- –Administration and controls require active governance to keep data mappings correct
- –Workflow setup takes time when portfolio structures differ across reporting entities
- –Advanced analytics configuration can be difficult without internal analysts
- –Some performance customization relies on FactSet-specific interfaces and tooling
Best for: Fits when investment firms need custody and market data driven performance reporting with strong reconciliation and controlled automation.
Sharesight
SMBSharesight tracks investment performance, dividends, tax records, benchmarks, and portfolio returns.
Corporate actions aware performance calculations that remain consistent when transactions and valuations update over time.
Sharesight imports holdings from brokers or CSV files and produces performance reports for individuals and organizations. The product tracks dividends, corporate actions, and multi-currency values to compute portfolio performance and tax lot style metrics from the underlying holdings timeline.
- +Dividend and corporate-actions handling keeps performance aligned with holdings history
- +Multi-currency valuation supports portfolios spanning multiple listing currencies
- +Benchmark management and watchlists improve comparison workflows
- +Report templates speed repeated performance measurement across accounts
- –Broker connectivity and field mapping can add setup overhead for complex portfolios
- –Advanced reconciliation workflows depend on clean transaction data inputs
- –Customization is more configuration-based than workflow-code based
- –At-scale automation options feel limited compared with systems built for operations teams
Best for: Fits when investment reporting needs frequent updates from holdings and actions without building a custom analytics stack.
Dynamo Software
vertical specialistDynamo Software provides investment management, portfolio monitoring, performance reporting, and investor relationship management.
Configurable end-to-end performance workflow that keeps metric definitions tied to the same ingestion and reconciliation run.
Dynamo Software targets portfolio accounting and performance measurement workflows that need repeatable reconciliation and controlled reporting across investment data feeds. It focuses on ingestion, normalization, and performance calculation pipelines that can be automated end to end from trades and corporate actions through holdings-based results.
- +Workflow-first performance pipeline reduces manual steps from feed to reports
- +Consistent run configuration helps keep metric definitions aligned across portfolios
- +Reconciliation oriented processing supports cleaner position and transaction matching
- +Attribution reporting can be generated from the same computed performance dataset
- –Integration depth depends on the quality and structure of incoming custodian feeds
- –Automation coverage for edge case corporate actions requires governance discipline
- –Benchmark and composite setup is configuration heavy for frequently changing universes
- –Advanced custom reporting needs stronger analyst involvement than template-only tools
Best for: Fits when a team needs automated reconciliation and repeatable performance runs across many portfolios.
Allvue Systems
vertical specialistAllvue Systems provides portfolio monitoring, performance reporting, fund accounting, and investor management software.
Automated reconciliation across positions, transactions, and corporate actions feeding performance outputs.
Allvue Systems differentiates by centering portfolio performance workflows around investment data ingestion, reconciliation, and attribution-ready outputs for book-of-record teams. Core capabilities include portfolio accounting and reconciliation for positions and transactions, corporate actions handling, and performance measurement with benchmark and composite support.
- +Workflow focus from ingestion to reconciled performance outputs
- +Corporate actions support helps keep holdings-based analysis consistent
- +API and automation fit for scheduled performance measurement runs
- +Access controls support separation between ops and performance teams
- –Setup requires disciplined mapping across custodian and internal identifiers
- –Attribution configuration can take time when benchmarks and composites vary
Best for: Fits when investment operations need reconciled performance measurement tied to a book of record.
Asset Vantage
vertical specialistAsset Vantage provides portfolio accounting, performance analytics, reporting, and data aggregation for family offices.
Reconciliation-first performance workflows that validate positions and transaction-derived inputs prior to return and attribution outputs.
Asset Vantage positions as portfolio performance software focused on bringing investment data together and producing controlled performance measurement outputs for reporting and review. The workflow centers on portfolio reconciliation and position-level checks before performance calculation, which reduces the gap between accounting feeds and performance results.
- +Portfolio reconciliation workflow ties positions to performance inputs before calculations
- +Corporate actions processing helps keep security histories consistent for return measurement
- +Multi-currency valuation supports reporting across base currencies without manual conversion
- +Administrative permissioning enables controlled access to inputs and performance outputs
- –Common setups can require careful configuration of data mappings before first run
- –Automation depth depends on how custodian and model portfolio data feeds are standardized
Best for: Fits when portfolio accounting and performance measurement teams need position-level control before reporting.
Portfolio Performance
SMBPortfolio Performance is an open-source desktop application for tracking investments, returns, allocation, and performance metrics.
Transaction import and reconciliation feed directly into performance reporting models without spreadsheet bridging.
Portfolio Performance imports transactions and holdings data and produces performance measurement outputs such as time-weighted and money-weighted results. It supports benchmark tracking, multi-currency valuation, and cash-flow handling to reconcile portfolio returns against investor cash movements.
- +Strong support for transaction-led performance calculation and holdings-based analysis
- +Multi-currency valuation with consistent security and cash handling
- +Benchmark management workflow tied to portfolio accounts and holdings
- +Automation via scheduled data refresh after initial mapping setup
- –Data mapping and corporate-action coverage require careful upfront configuration
- –API surface is limited compared with enterprise portfolio management system integrations
Best for: Fits when investment teams need repeatable performance measurement on maintained transaction datasets.
Addepar
enterpriseAddepar provides portfolio reporting, analytics, data management, and risk analysis for complex investment portfolios.
Extensibility through integration and workflow configuration for bringing external custodian and operational data into governed performance reporting.
Addepar is a portfolio performance solution aimed at wealth and investment teams that need accounting-grade performance reporting plus controllable data ingestion. The system supports multi-currency valuation, holdings and transaction workflows, and performance measurement workflows that feed client reporting and internal review cycles.
- +Integration tooling supports custodian and operational feeds into performance workflows
- +Strong support for multi-currency valuation across holdings and reporting
- +Workflow-oriented reporting that fits recurring performance review cycles
- +Governance controls include user permissions and change traceability
- –Requires disciplined configuration to keep reconciliation and performance inputs consistent
- –Some reporting customizations need specialist implementation effort
- –Automation coverage depends on available upstream data formats and feed quality
- –Admin governance can feel heavy for small teams and lightweight reporting needs
Best for: Fits when investment operations teams need recurring portfolio performance, reconciliation, and governed reporting across multiple accounts.
Conclusion
After evaluating 10 portfolio performance software, FundCount stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
How to Choose the Right Portfolio Performance Software
Portfolio performance software operationalizes performance measurement by taking reconciled positions, transactions, and corporate actions and producing period returns with benchmark-ready outputs. This guide covers FundCount, Croesus, and Masttro alongside eight other tools that span reconciliation-first workflows, governed calculation controls, and workbook-style traceability.
The strongest workflow patterns across FundCount, Croesus, and Masttro focus on auditability of calculation parameters and repeatable performance runs that reduce manual rework between reporting cycles. The differences show up in reconciliation depth, corporate actions handling, and how far automation and configuration enforce consistent outputs across portfolios.
Portfolio Performance Software for reconciled returns, benchmark comparisons, and audit-traceable reporting
Portfolio performance software ties ingestion, reconciliation, and return calculation into an investment book of record workflow that produces performance measurement outputs tied to the same inputs over time. FundCount centers on reconciliation workflows that connect transactions, holdings, and events into performance-ready reporting, with portfolio reconciliation used to isolate breaks between holdings and transactions.
Croesus emphasizes governed reporting outputs by tracking change audit history tied to imports, assumptions, and calculation parameters, so performance runs can be reviewed against the settings that generated results. Masttro uses a workbook-style workflow that links reconciled inputs to period outputs, enabling traceable review across benchmark comparison steps while corporate actions processing keeps valuations aligned across periods and currencies.
Portfolio reconciliation, workflow governance, and traceable performance runs
Portfolio performance software lives or dies on whether reconciled positions, transactions, and corporate actions produce returns that remain consistent across repeats of the same period. The evaluation below focuses on reconciliation workflow control, governed calculation change tracking, and workbook traceability that ties inputs to outputs.
For reporting teams, these features determine whether performance measurement errors show up as isolated breaks in an investment book of record or as cross-cycle rework. For operations teams, they determine how quickly corrections propagate from ingested feeds into benchmark-ready results without breaking audit trails.
Reconciliation workflow that ties inputs to performance-ready outputs
FundCount connects transactions, holdings, and events into performance-ready reporting and uses portfolio reconciliation to isolate breaks between holdings and transactions. Allvue Systems automates reconciliation across positions, transactions, and corporate actions before feeding reconciled performance outputs.
Governed change audit tied to imports and calculation parameters
Croesus enforces consistent calculation rules through a configurable performance workflow and ties governed reporting outputs to imports, assumptions, and calculation parameters. FactSet coordinates data ingestion through corporate actions handling to reduce downstream breaks in time-based results while governance controls keep mappings correct.
Workbook-style traceability from reconciled inputs to period outputs
Masttro uses a workbook workflow that links reconciled inputs to period outputs, enabling traceable review across benchmark comparison steps. Sharesight keeps corporate actions aware performance calculations aligned when transactions and valuations update over time, which reduces trace gaps during frequent refresh cycles.
Corporate actions processing that stays aligned across periods and currencies
Masttro keeps valuations aligned across periods and currencies with corporate actions processing built into the workflow. Sharesight maintains corporate-actions-aware performance calculations with multi-currency valuation for portfolios spanning multiple listing currencies.
Repeatable metric definitions tied to the same ingestion and run
Dynamo Software keeps metric definitions tied to the same ingestion and reconciliation run through a configurable end-to-end performance workflow. Portfolio Performance places transaction import and reconciliation directly into performance reporting models without spreadsheet bridging, which supports repeatable performance measurement on maintained transaction datasets.
Administration controls that keep mappings correct across reporting entities
FactSet requires active governance to keep data mappings correct when portfolio structures differ across reporting entities. Addepar supports integration and workflow configuration to bring external custodian and operational data into governed performance reporting across multiple accounts.
Choose by reconciliation depth, governance traceability, and automation surface
Start with workflow shape. FundCount and Allvue Systems emphasize reconciliation workflows that connect transactions and holdings to performance-ready outputs, while Masttro emphasizes workbook-style traceability that supports step-by-step review of benchmark comparison outputs.
Then choose the governance posture. Croesus and FactSet tie governed outputs to calculation parameters and mapping discipline, while Dynamo Software and Portfolio Performance prioritize repeatable run configuration that keeps metric definitions aligned to the same ingestion and reconciliation pipeline.
Select the workflow pattern that matches how performance issues get investigated
If performance breaks typically come from mismatches between transaction feeds and holdings, FundCount focuses on portfolio reconciliation that isolates breaks between holdings and transactions inside repeatable performance runs. If investigations require a step-by-step walkthrough from reconciled inputs to benchmark comparison outputs, Masttro’s workbook workflow provides traceable review across those benchmark steps.
Decide how calculation settings changes must be governed and auditable
If internal controls require that governed reporting outputs reflect the exact imports, assumptions, and calculation parameters used for each run, Croesus ties change audit history to those settings. If controls depend on governance discipline to keep data mappings correct while corporate actions handling prevents downstream breaks, FactSet fits teams that manage mappings across multiple reporting entities.
Match corporate actions needs to the update cadence and valuation model complexity
If frequent transaction and valuation updates can create performance misalignment unless corporate actions logic stays connected to holdings history, Sharesight keeps performance aligned with dividend and corporate-actions handling. If alignment across periods and multi-currency valuations must stay consistent through corporate actions processing inside the workflow, Masttro keeps valuations aligned across periods and currencies.
Pick the automation surface that can absorb variations in custodian feed structure
If the organization expects different source schemas across many portfolios and wants reconciliation support before export, Croesus can handle configurable performance workflow enforcement but still increases mapping effort when source schemas differ from inputs. If the organization depends on consistent custodian feed structure, Dynamo Software makes automation and reconciliation repeatable but integration depth depends on the quality and structure of incoming custodian feeds.
Choose between API-first extensibility and transaction-led performance modeling
If external operational and custodian feeds must be integrated into governed workflows across multiple accounts, Addepar provides integration tooling into performance workflows with strong support for multi-currency valuation. If the main priority is transaction import and reconciliation feeding directly into performance reporting models without spreadsheet bridging, Portfolio Performance prioritizes transaction-led performance calculation with consistent security and cash handling.
Who should buy Portfolio Performance Software
Portfolio performance software suits teams that run performance measurement repeatedly and need reconciled inputs to produce benchmark-ready outputs. The best fit depends on whether the team’s bottleneck is reconciliation integrity, governed calculation change control, or workbook-style traceability during performance reviews.
The segments below focus on operational workflows, not generic reporting needs.
Investment operations teams that repeatedly reconcile positions and transactions before performance runs
FundCount targets repeatable performance runs by tying transactions, holdings, and events into reconciliation-driven performance-ready reporting. Asset Vantage adds a reconciliation-first approach that validates position and transaction-derived inputs before return and attribution outputs.
Performance reporting teams that require governed outputs tied to calculation settings and import history
Croesus provides a change audit that records governed reporting outputs tied to imports, assumptions, and calculation parameters. FactSet enforces governance through controlled automation from market and custody feeds into performance outputs, with reconciliation coverage across holdings, transactions, and corporate actions.
Teams running benchmark comparisons that need traceable step-by-step review
Masttro’s workbook workflow links reconciled inputs to period outputs so reviewers can trace across benchmark comparison steps. Sharesight supports frequent updates by keeping corporate-actions-aware performance calculations consistent as transactions and valuations update.
Firms with multi-currency portfolios that must keep valuations aligned across periods
Sharesight maintains multi-currency valuation across portfolios spanning multiple listing currencies while keeping corporate-actions handling aligned with holdings history. Addepar supports strong multi-currency valuation across holdings and reporting while integrating external custodian and operational data into governed performance workflows.
Investment teams that want automated performance pipelines with consistent metric definitions per run
Dynamo Software keeps metric definitions tied to the same ingestion and reconciliation run and reduces manual steps from feed to reports. Portfolio Performance focuses on transaction import and reconciliation that feeds performance reporting models directly without spreadsheet bridging.
Common buying pitfalls in Portfolio Performance Software selection
Most selection failures happen when workflow assumptions do not match the organization’s data formats or the way the team investigates performance breaks. Other failures happen when governance requirements are treated as an afterthought instead of a first-order design constraint.
The mistakes below map to concrete issues surfaced by the tool workflows and constraints in this set.
Buying for reconciliation in principle while underestimating corporate actions mapping work for real data
FundCount flags that initial mapping for corporate actions and cash events can be time-consuming, which impacts early cycle time. Sharesight also indicates advanced reconciliation workflows depend on clean transaction data inputs, so messy transaction mappings quickly surface in performance results.
Expecting attribution-style outputs to work without enforcing data completeness
FundCount notes advanced attribution-style outputs require tighter data completeness than basic reporting. Croesus warns that attribution configuration can require deeper domain assumptions, so benchmark and composite setups must align with those assumptions.
Choosing governed reporting without planning for mapping discipline and workflow setup time
FactSet requires active governance to keep data mappings correct, which becomes a governance and administration workload rather than a one-time configuration. Addepar requires disciplined configuration to keep reconciliation and performance inputs consistent, and some reporting customizations need specialist implementation effort.
Assuming workbook traceability will compensate for inconsistent source formats
Masttro states clean reconciliation depends on consistently formatted source data inputs, so inconsistent formats slow down review cycles. Asset Vantage similarly notes common setups can require careful configuration of data mappings before the first run.
Optimizing for automation while ignoring feed variability and edge-case corporate actions coverage
Dynamo Software cautions that integration depth depends on the quality and structure of incoming custodian feeds. Dynamo Software also indicates automation coverage for edge case corporate actions requires governance discipline, so teams that cannot enforce governance will see recurring exceptions.
How We Selected and Ranked These Tools
We evaluated FundCount, Croesus, and Masttro alongside seven other Portfolio Performance software tools by scoring reconciliation workflow strength, governance traceability, and ease of executing repeatable performance runs. Features accounted for 40% of the score, ease accounted for 30%, and value accounted for 30% across reporting workflows and repeatability constraints.
FundCount set the ranking pace through workflow-based performance runs that reduce manual rework between reporting cycles and through portfolio reconciliation that isolates breaks between holdings and transactions. Croesus ranked highly for governed change audit tied to imports, assumptions, and calculation parameters, while Masttro scored strongly for workbook-style traceability that links reconciled inputs to period outputs.
Frequently Asked Questions About Portfolio Performance Software
How do FundCount, Croesus, and Masttro compute performance from the same inputs without manual rekeying?
Which tool best supports auditability via change tracking across imports and calculation settings?
When reconciliation breaks down due to mismatched positions or missing events, what workflows isolate the root cause?
What changes in benchmark and composite handling across FundCount, Croesus, and FactSet when reporting periods are rerun?
How do API and automated feed ingestion patterns differ across Croesus, Allvue Systems, and Addepar?
Which tool is better suited for multi-currency valuation with corporate actions that evolve after initial reporting?
What breaks if integration input mappings are inconsistent across holdings, transactions, and cash flows?
How do admin controls and RBAC differ in practice between Allvue Systems, Croesus, and Addepar?
When migrating an existing performance process, what data migration steps usually matter for each of the following tools?
What should teams check in extensibility and configuration before automating recurring performance runs?
Tools reviewed
Primary sources checked during evaluation.
Referenced in the comparison table and product reviews above.
Funding and competing interests
This study was co-funded by several of the vendors assessed in it. No single vendor funded it. Funders could propose the market studied.
They had no role in selecting vendors, setting or weighting criteria, analysing data or drawing conclusions, and they received the same factual-accuracy check as every other vendor assessed.
Market definition, inclusion rules and criteria weights were fixed by an editor before research began and did not change afterwards. Editorial process →
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