Composite management, simplified.

Easier composite validation and verification—with unassigned accounts and outliers flagged before your verifier asks.

CompositeBuilder® provides rule-driven composite construction, automated performance calculations, and robust reporting designed to support compliance with the Global Investment Performance Standards (GIPS®). Firms that do not claim GIPS compliance use it to maintain consistent, well-documented composite performance for advertising under the SEC Marketing Rule.

Set up composites faster: Rules detect which accounts qualify based on account attributes, holdings, and transactions, and assign them to the right composites.

Integrated with your system: Direct integration with your portfolio accounting system pulls account data, labels, and returns automatically, with no manual importing.

Streamline the verification: The majority of the data required for GIPS verification can be compiled in one click, pulling data directly from CompositeBuilder and your portfolio system, saving hours of data organization.

60+ firms have used CompositeBuilder since 2013
$400M–$25B AUM range of client firms
Up to 60,000 accounts at client firms

Used by institutional asset managers, separately managed account advisers, trust departments, OCIO firms, and wealth management firms.