Product Overview

Eliminate the need for technical infrastructure with a SaaS-deployed solution, and receive enhancements on a regular basis with no upgrades needed. Access integrated robust market and return data, including index return, FX rates, and risk-free rates.

Product Highlights:

• Ensure all discretionary, fee-paying portfolios are assigned to at least one composite. Perform sophisticated calculations with a full library of composite-level returns, statistics, and ratios including support for multi-firm and multi-currency scenarios.
• Automate monthly production processes from composite building to GIPS-compliant presentation reporting. Use a series of dashboards to monitor for missing account data, missing composite attributes, or composite policy violations.
• Easily analyze composite results before validating them for distribution, ensuring consistency and transparency on the composite returns and statistics. Share your results with clients in various file formats rebranded with customer logos and color schemes.