How to Manage Your Custom Institutions

Peer Suite's Manage Institutions hub is your go-to resource for editing, bulk deleting, favoriting, and collaborating with your team. Working together toward shared strategic goals is essential, and ensuring everyone is on the same page is key to success. Peer Suite provides the tools you need to easily share and send your peer groups, markets, and mergers within your organization.

Start Managing Your Custom Institutions

You can access the Manage Custom Institutions hub from the Collaborate dropdown in the top navigation bar.

Use the tab's at the top of your screen to manage different types of institutions.

• Peer Groups: Customize and analyze groups of institutions based on shared characteristics.
• Mergers: Hypothetical institutions that can be modeled at the Premium and Plus levels of Peer Suite.
• Markets: Custom institutions defined by geographic regions, available exclusively in the Market Share Reporting section at the Plus level of Peer Suite.

Key Features of the Manage Institutions Hub

• Delete a peer group, merger, or market.
• Edit a peer group, merger, or market.
• Send a copy of a peer group, merger, or market:
  • The recipient gets their own independent copy, which they can edit without affecting your original.
• Share a peer group, merger, or market
• Viewer: The recipient gets view-only access. They can apply the peer group to their analysis but cannot make changes.
• Editor: The recipient becomes a co-owner of the peer group, with full editing capabilities. You’ll be notified whenever changes are made to the shared institution.