Monthly Processing Tutorials

The tutorials in this section review Compass ways to load historical financial data as well as maturity and repricing information on the existing portfolio.

Monthly Download (19:47)

Learn how DataBridge is the part of Compass that automates the process of reading data files extracted from your other data
processing systems.

Click on the links below to view and download Compass training materials.

Compass Monthly Download Checklist – single plan

Red Flags (14:47)

Learn how to identify and correct Red Flags, which indicate that a logic or data error exists within the account.

Compass Red Flags Document

Add a New Account (15:02)

Learn how to add a new account to your Compas Chart of Accounts

Contact

1827 Walden Office Square, Ste. 350
Schaumburg IL 60173

Toll Free: 1.800.323.3281
Local: 1.847.359.4045
Fax: 1.847.705.8200

info@plansmith.com