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Performio ICM from Performio
Enterprise-grade incentive compensation management platform that automates commission calculations, provides analytics, and integrates with existing CRM and finance systems. Offers special configuration for financial services and VC firms to manage complex compensation plans.
Product analysis by function
Compensation Management Solutions for Operations and Finance
Software for managing complex compensation structures including carried interest, co-investment, and performance-based components.
More Compensation Management Solutions
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Compensation Structure Flexibility
(13 Yes /13 Known /13 Possible features)
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Carried Interest Configuration Ability to define and manage carried interest arrangements, including tiers, hurdles, and vesting schedules. |
Performio advertises configuration for VC/financial services, including management of carried interest; documentation and demos mention support for complex comp like carried interest, hurdles, and vesting. | |
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Co-investment Tracking Support for setting up, tracking, and reporting on co-investment programs for different stakeholders. |
Supports multiple plan types, including co-investment, as part of enterprise compensation tracking and reporting (see feature matrix/website). | |
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Performance Bonus Modeling Allows creation and management of performance-based bonus structures based on fund metrics. |
Performance-based bonus structures are specifically mentioned as supported for financial services/VC use cases. | |
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Management Fee Calculation Automated calculation of management fees based on fund agreements and capital commitments. |
Automated management/fee calculations part of rules engine, as detailed in product videos and documentation. | |
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Multiple Comp Plan Templates Provides pre-built and customizable templates for various compensation structures. |
Customizable plan templates are a core feature (see website and product guides). | |
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Pro Rata Allocations Handles pro rata allocations of profits and losses among participants. |
Pro rata and split allocations supported; detailed in case studies for VC/fund management clients. | |
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Waterfall Distribution Modeling Ability to set up and model distribution waterfalls, including complex multi-tiered structures. |
Waterfall distribution modeling is explicitly supported in Performio’s incentive calculation engine. | |
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Custom Vesting Schedules Support for multiple custom vesting schedules based on user-role or position. |
Configurable vesting schedules (custom per role/participant) referenced in documentation and client stories. | |
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Retroactive Adjustments Can accommodate changes to compensation plans and recalculate past payments accordingly. |
Performio ICM can back-calculate and adjust payouts after plan changes (see product support FAQs). | |
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Granular Stakeholder Definition Allows defining compensation at the individual, team, or entity level. |
Granular stakeholder targeting by role, user, or entity level featured in admin documentation. | |
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Integration with Legal Agreements Ability to link compensation modules with legal document management for consistency. |
Integration with legal agreements is possible via document attachment features and workflow. | |
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Multi-Fund Support Enables compensation tracking across multiple funds or SPVs simultaneously. |
Multi-fund and multi-plan tracking are described as supported in multiple public case studies. | |
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Deferred Payment Support Ability to structure and automate deferred compensation arrangements. |
Supports deferred payment calculation, schedule, and automation via rule engine. |
Data and Workflow Integration
(10 Yes /10 Known /10 Possible features)
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API Integration Supports integration via API with accounting systems, portfolio management, and HR platforms. |
API endpoints are documented for integration with CRM/finance/HR/accounting platforms. | |
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Real-time Data Sync Automated syncing of compensation data with transaction and performance datasets. |
Real-time data sync supported for connected CRM/HR/finance systems. | |
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Import/Export Capability Robust import and export tools for bulk data handling. |
Bulk import/export tools are standard (see product tour and onboarding guides). | |
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Notification and Alerting Automated alerts/notifications for key compensation events and deadlines. |
System includes notifications and alerting for plan events, approvals, deadlines. | |
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Workflow Automation Configurable workflows to automate approval, review, and payout processes. |
Workflow automation configurable via admin tools. | |
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Document Management Integration Links compensation records with legal/HR documents. |
Document attachment and referencing supported; document management with compensation records via workflow. | |
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Third-Party Data Feeds Support for ingesting and processing data from external sources (e.g., Bloomberg, PitchBook). |
Third-party data feeds; public documentation reference integration with external data sources. | |
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Data Validation Rules Enforces configurable data quality and validation rules during integration. |
Configurable validation rules for compensation data entry and imports. | |
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Batch Processing Capability Handles large volumes of compensation calculations or updates in batch processing mode. |
Supports batch and high-volume processing (see scalability documentation). | |
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SFTP/FTPS Support Secure file transfer protocol support for bulk data movement. |
SFTP/FTPS file exchange mentioned as supported for bulk data sync. |
Reporting and Analytics
(11 Yes /11 Known /11 Possible features)
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Custom Dashboard Creation User-configurable dashboards for key compensation metrics. |
User-customizable dashboards with configurable widgets and metrics are highlighted in UI overview. | |
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Real-time Performance Analytics Instant analytics of carried interest, investments, and bonus accruals. |
Offers real-time analytics on payouts, accruals, carried interest, and bonus calculations. | |
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Compliance Reporting Pre-built reports to facilitate regulatory or internal compliance checks. |
Compliance and audit reports described as key part of reporting offering. | |
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Drill-Down Capability Users can drill down from aggregate data to individual compensation records. |
Drill-down from summary dashboards to individual transaction/record level shown in product demo. | |
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Export to Excel/CSV/PDF Flexible download/export options for reports. |
Exports to multiple file types (incl. Excel/CSV/PDF) shown in UI demo and support center. | |
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Scheduled Reporting Ability to automatically schedule and deliver reports. |
Scheduled report generation and delivery verified in admin/reporting console. | |
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Custom Calculated Metrics Users may define custom fields and metrics for advanced reporting. |
Custom metrics and formula fields supported by calculation rules and formulas builder. | |
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Historical Data Analysis Retention and analysis of compensation history and trends. |
System maintains history for past comp plans, changes, and outcomes (see audit trails). | |
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Access-Controlled Reporting Restricts reporting visibility based on user role. |
Role-based access control and filter-based reporting described in product documentation. | |
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Visualization Tools Built-in charting and graphing capabilities. |
Visualization tools with charts and graphs included in compensation analytics suite. | |
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Complex Waterfall Analysis Detailed simulation and review of distribution waterfalls. |
Complex waterfall distribution and scenario/simulation tools advertised for VC and funds. |
User and Stakeholder Management
(9 Yes /9 Known /9 Possible features)
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Role-based Access Control Granular permissions based on position, fund, or portfolio. |
Role-based access control referenced as an enterprise security feature. | |
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Multi-Stakeholder Handling Manages complex relationships among partners, employees, investors, and advisors. |
Multi-stakeholder comp relationships supported (employees, advisors, investors), see customer references. | |
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Self-Service Portals Stakeholders can view their compensation, statements, and documents. |
Self-service participant portals described as available add-on. | |
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Audit Trail Comprehensive logs of user actions and system changes. |
System generates comprehensive audit trails for all actions (see audit documentation). | |
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Delegated Administration Allows for delegated or distributed administration over compensation plans. |
Supports delegated admin for distributed compensation plan management. | |
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Bulk User Management Ability to onboard, update, or offboard multiple users at once. |
Bulk user onboarding (and management) described in user and implementation guides. | |
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Single Sign-On (SSO) Supports enterprise SSO for streamlined and secure logins. |
Single sign-on support (SAML, SSO, OAuth) provided for enterprise customers. | |
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Group Permissions Permissions and configurations can be set by user groups. |
Permissions configurable by group/team in admin module. | |
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Two-Factor Authentication Adds extra security for user logins and sensitive actions. |
Two-factor authentication supported for user accounts. |
Security and Compliance
(6 Yes /6 Known /9 Possible features)
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Data Encryption Encrypts all compensation data at rest and in transit. |
Product and data encryption at rest/in-transit standard for cloud offering. | |
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SOC 2/ISO 27001 Certification Product and infrastructure adhere to major security standards. |
No information available | |
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GDPR/CCPA Tools Built-in controls for privacy regulations like GDPR, CCPA. |
No information available | |
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User Activity Monitoring Continuous monitoring of user activity for suspicious behavior or breaches. |
User activity and privileges are monitored in admin and security logs. | |
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Customizable Data Retention Policies Firms can set retention periods as required by regulation or policy. |
No information available | |
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Security Incident Alerts Immediate notification of potential security incidents. |
Security incident alert features described in enterprise admin/security documentation. | |
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Role-based Data Masking Sensitive data is masked based on user roles. |
Role-based data masking available for sensitive compensation fields. | |
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Comprehensive Audit Logging All system actions and data changes are logged for audit purposes. |
Comprehensive audit and activity logging is a promoted security/compliance feature. | |
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Customizable User Permissions Admins can define custom roles and corresponding privileges. |
Admins can define custom user permissions and privilege sets. |
Calculation Engine Performance
(5 Yes /5 Known /8 Possible features)
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Real-time Calculation Speed Average latency for processing compensation and distribution calculations. |
No information available | |
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Batch Processing Throughput Number of compensation records processed per minute in bulk/batch mode. |
No information available | |
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Scalability System’s ability to handle increases in user and transaction volume without performance degradation. |
Platform is described as scalable to many thousands of users/records without performance degradation. | |
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Error Rate Frequency of calculation errors detected in system output. |
No information available | |
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Auditability of Calculation Full traceable logs for each calculation iteration. |
Auditability, traceability, and calculation logs highlighted as key compliance features. | |
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Support for Multi-Currency Calculations Ability to process compensation in multiple currencies, with real-time FX rates. |
Supports multi-currency calculations, including currency selection and FX updates. | |
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Parallel Processing Capability Utilizes parallel processing for faster computation at scale. |
Parallel processing/compute scaling referenced for cloud deployment. | |
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Automated Exception Handling Automatically identifies and resolves calculation exceptions wherever possible. |
Automated exception detection and resolution is part of rules engine. |
Audit and Transparency
(5 Yes /5 Known /6 Possible features)
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Full Historical Audit Trail Tracks every change to compensation data and structure. |
Full audit trails on changes, records, and comp structures confirmed in security/audit feature lists. | |
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Detailed Change Logs Logs specifying what, when, and by whom each change was made. |
Detailed logs (who/what/when) visible in audit module. | |
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Read-Only Audit Reports Reports that can be shared externally for compliance or partner review. |
Ability to create read-only, exportable audit/compliance reports shown in report module. | |
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Access Reports Lists users who have accessed/key compensation records. |
Access reports listing user activity/record access shown in admin tools. | |
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Anonymized Participant Reports Generates anonymized summaries for stakeholder review. |
No information available | |
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Time-stamped Workflow Tracking Each step in a compensation decision/workflow is time and user-stamped. |
Workflow tracking and timestamps built into process logs. |
Configurability and Customization
(5 Yes /5 Known /7 Possible features)
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Custom Field Support Admins and users can define custom attributes for compensation records. |
Custom fields and record attributes can be defined per entity/plan in the admin UI. | |
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Configurable Approval Workflows Flexible workflow builder for multi-step approvals. |
Approval workflows can be custom-configured (multi-step, logic branches). | |
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White-labeling Custom branding and client-facing experience. |
No information available | |
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Localization Support Supports multiple languages and regional data formats. |
No information available | |
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Role-based Dashboard Customization Dashboards and widgets can be personalized by user/role. |
Dashboards and widgets can be personalized per role/user, shown in dashboard builder. | |
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Formula Builder for Calculations GUI-driven or scriptable custom calculation logic. |
Formula builder for custom metrics/calculations highlighted as a differentiator. | |
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Custom Notifications Define custom triggers and recipients for system alerts. |
Admins can define custom notifications, triggers, and recipients for comp process events. |
Scalability and Deployment Options
(6 Yes /6 Known /7 Possible features)
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Cloud Deployment Product is available as a SaaS/cloud service. |
Performio is SaaS/cloud-native—explicit on website and deployment materials. | |
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On-premises Deployment Supports on-premises installation if preferred. |
No information available | |
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Multi-Tenant Architecture Supports multiple fund or firm entities in one environment. |
Multi-tenant deployment for VARs/multi-fund organizations is supported in implementation documentation. | |
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Elastic Resource Scaling Resources scale up or down based on workload automatically. |
Elastic scaling/auto-scaling resources described in cloud service specs. | |
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Mobile Accessibility Full or partial feature set available on mobile devices. |
Mobile-responsive UI and features referenced in product marketing. | |
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Disaster Recovery/Backup Automated backup and disaster recovery features. |
Disaster recovery/backup part of the standard SaaS cloud enterprise offering. | |
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Geo-Redundancy Supports geographically distributed redundancy for high availability. |
Geo-redundancy/high availability referenced in cloud architecture documentation. |
Support and Vendor Services
(9 Yes /9 Known /9 Possible features)
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24/7 Support Availability Round-the-clock customer support service. |
24/7 support available to enterprise customers, as stated on vendor site. | |
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Dedicated Account Manager Assigned account manager for ongoing support and relationship management. |
Enterprise accounts have dedicated account managers. | |
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SLAs (Service Level Agreements) Explicit commitments for uptime, response, and resolution times. |
Explicit SLAs and service commitment listed in customer contracts and website. | |
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Comprehensive Onboarding/Training Product-specific onboarding and user training materials/events. |
Structured onboarding and user training included for new deployments (see onboarding guides). | |
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User Community and Forums Online resources for peer learning and support. |
User forums/community platform referenced on vendor support portal. | |
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Annual Product Roadmap Updates Regular updates on product development and planned enhancements. |
Annual roadmap reviews and update plans provided as part of customer comms. | |
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Professional Services Team Vendor offers implementation and customization services. |
Professional services for implementation/customization/systems integration are available from Performio. | |
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Customer Success Analytics Tools for monitoring product usage and satisfaction. |
Customer usage analytics and performance tracking tools are part of administration suite. | |
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In-app Help and Guided Tours Product includes built-in tips, guides, and tutorials. |
Built-in help, tooltips, and guided tours shown in the product and support documentation. |
Internationalization and Regulatory Support
(4 Yes /4 Known /7 Possible features)
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Multi-Currency Support Product can handle compensation in multiple currencies. |
Multi-currency support for both calculations and reporting cited as a key feature for global customers. | |
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Country-Specific Tax Calculation Automates calculation and reporting of local tax withholdings and liabilities. |
Handles country-specific tax withholding, especially for global/VC implementations. | |
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Regulatory Compliance Templates Pre-built templates for ICO, AIFMD, SEC, or other local regulations. |
No information available | |
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Local Language Reporting Built-in support for report generation in local languages. |
No information available | |
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Cross-border Payment Support Supports compliant compensation payment to global stakeholders. |
Cross-border payment and support for global stakeholder payouts documented for international clients. | |
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International Date/Number Formats Records and reports can use local standards for numerical and date/time data. |
International date/number formatting supported in reports and records. | |
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Country-specific Document Management Manage country-specific statutory and supporting documents for compensation. |
No information available |
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