The Case for Composites
As the wealth management space has advanced, so too have the regulatory and guideline-related frameworks in which these firms operate, as well as the technology that enables them. It all adds up to an increasingly powerful case for private wealth managers to adopt composites.
Download your free eGuide to learn:
- What market changes have facilitated the adoption of composites in the private wealth space
The benefits of GIPS® compliance for private wealth managers
- How Confluence's web-based composites solution enables clients to achieve compliance with current and future GIPS standards