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Composite Construction

Composite Construction & Management streamlines composite creation, membership, and reporting to meet GIPS® standards with speed and flexibility.

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Understanding Composite Construction

Composite Management & Reporting (CMR) offers users a robust modular platform to meet your composite needs. Whether you require assistance with an initial Global Investment Performance Standards (GIPS®) verification, annual verifications, internal reporting, marketing reports, or composite analytics, CMR provides task-specific solutions.

CMR supports daily composite construction, which may help reduce the headaches in monitoring large cash flows and related rules. CMR allows users to select from pre-defined data templates from common industry systems, or to upload data using your own custom files. If you do not see your accounting system in our list of data templates, then let us know and we’d be happy to add additional templates at no cost. With some modest account setup, you can be just a few clicks away from generating the composite data and reports your business needs.

Our solutions are ready to help you meet the requirements of the 2020 edition of the GIPS standards, including supporting Pooled Fund (TWR/MWR) and Composite Carve-out Reporting.

CMR integrates with commonly used platforms: Advent Axys, LPL Financial, Portfolio Center, Tamarac and more.

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Composite Construction Pricing

Only add the modules you need with one affordable monthly price. Easily pause or cancel at any time.

Composite Construction – Standard

$ 231.00/month

+ $ 30.00 Setup fee

Features
  • Flexible Assignment Rules Engine
  • Flexible Inclusion/Exclusion Rules Engine
  • Supports Definition of Multiple Composite Assignment & Inclusion/Exclusion Rules
  • Supports Multi-Period and Multi-Composite Membership Generation
  • Support Daily/Monthly Composite Membership Construction
  • Supports Multiple Countries Holiday Schedule
  • Merge to Historical Composite Membership List
  • Multiple Currency Reporting
Application In / Outs / FAQs
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Composite Construction – Advanced

$ 352.00/month

+ $ 50.00 Setup fee

Features
  • Flexible Assignment Rules Engine
  • Flexible Inclusion/Exclusion Rules Engine
  • Supports Definition of Multiple Composite Assignment & Inclusion/Exclusion Rules
  • Supports Multi-Period and Multi-Composite Membership Generation
  • Support Daily/Monthly Composite Membership Construction
  • Supports Multiple Countries Holiday Schedule
  • Merge to Historical Composite Membership List
  • Multiple Currency Reporting
Application In / Outs / FAQs
Sign Up Now

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Explore More SAYS Platform Modules

As part of the SAYS Platform Composite Construction can add the following advantages to your systems for one simple monthly fee.

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