Professional Service Provider Reports

Provider Portfolio Reports (PPRs)

PPRs show what a provider’s charity client book looks like, how it compares, and where there may be strengths, concentrations or areas of exposure.

Provider analysis can support professional providers’ client due diligence by helping them understand the financial profile, stability and potential areas of exposure within their charity client base.

Information is accessible by individual providers, as illustrated:

With the analysis work already prepared by Q Score, this output is specifically designed for use by:

Charities

Charities’ executive management and trustees in the best practice monitoring, review (including market-wide reviews) and selection of their partners.

Professional Service Providers

For providers to be able to see their current portfolio of Charities, with distribution by Q Score, stability and financial profile, any concentrations or exposures and easy illustration of strengths or weaknesses of their mix.

These professional outsource services are sorted into the following provider categories, with those for which Q Score analysis is available now indicated:

• Auditors, Accountants & Tax Advisers AVAILABLE NOW
• Bankers
• Insurers, Insurance Brokers, Actuaries & Pension Advisers
• Investment Managers AVAILABLE NOW
• Property Advisers
• Solicitors
• Other specialists

Pricing is determined by reference to:

• Professional type
• Size of individual 2,000 representation
• Additional “Q” score information

Please contact us for specific pricing.