A robust Composites solution strengthens a firm’s ability to attract and retain institutional clients. Our comprehensive Composites solution helps to generate compliant composite reports without switching between systems, saving valuable time for Performance teams to focus on more strategic tasks. Everything is accessible in a single, all-in-one cloud-based platform, ensuring firms manage transaction-based and composite-level performance in a consistent, intuitive workflow.
Benefits of Revolution Composites:
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Regulatory compliance & GIPS® standards – Ensures firms stay compliant with GIPS and other industry reporting standards, reducing regulatory risks and simplifying audit processes. |  |
Enhanced client reporting – Leverage Revolution Composites to provide more comprehensive, transparent and customizable performance reporting to clients. |
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Integration within our Revolution platform – The Composites module is fully integrated into our Confluence Revolution platform, ensuring flawless aggregation of specific composite definitions aligned to a firm’s investment strategy. |  |
Scalability and automation – Our highly scalable module allows firms to manage Composites across a large number of portfolios more efficiently. |
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Time and cost efficiencies – Automating Composite management reduces manual workload, improves accuracy, and saves valuable time. |
Resources
Press Release: Guardian Performance Solutions chooses Confluence Revolution Composites for its managed servicesPress Release: Annex Wealth Management chooses Confluence Revolution Composites solution for risk reduction and scaling
Revolution Composites Insights Series: The trend on presenting composite level net returns in marketing materials
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