Zephyr’s CompositeADVISOR is a complete investment composite creation, monitoring, management, and verification software solution for investment management firms.
What can I do with CompositeADVISOR?
Senior management can track the performance of composites as well as individual portfolio managers, all with the added comfort of knowing that CompositeADVISOR’s rule engine systematically checks all user actions throughout the entire process.
Marketing managers can gain immediate access to performance numbers prepared in accordance with AIMR-PPS™ or GIPS™ and can use CompositeADVISOR’s powerful graphics to show performance graphs, style maps, composite vs. universe graphs, and more.
Finally, CompositeADVISOR’s built-in audit trail and tools are a verifier’s dream.
CompositeADVISOR’s exceptional auditing, verification, and reporting tools are designed specifically to help you comply with today’s rigorous AIMR-PPS/GIPS standards and prepare for tomorrow’s needs.
Powerful Data Management
Import portfolio data using CompositeADVISOR’s powerful import capabilities. Define your rules, policies, and disclosures. Enter your fee schedules and select your benchmarks. Setup is that easy.
Once your system is set up you can easily build as many composites as you wish.
At every step the system maintains a list of action items and rule violations to identify compliance issues.
Superior Reporting Abilities
Reporting includes standard tabular reports that can be used for presentation, management, and audit purposes. CompositeADVISOR also includes the very rich and robust analytical and graphing capabilities that have made Zephyr an industry standard.
Compare composites, portfolios, groups of portfolios, and more, using CompositeADVISOR’s analytical tools.
- Manage portfolio and composite performance, benchmarks, policies, disclosures, and more--all in one place
- Easily manage multiple composites simultaneously
- Import data directly from your portfolio accounting system
- Build composites based on customized fields
- Create and manage multiple user accounts with individual access rights
- Select any of the more than 200 market benchmarks included in the Zephyr Index Database or create a custom blended benchmark
- Create spectacular reports with Zephyr’s industry-leading reporting and graphing solutions
- Auditing features help make the verification process easier and faster
- Easily build presentations for management, clients, consultants, and more
- Eliminate embarrassing mistakes using CompositeADVISOR’s rules engine
- CompositeADVISOR data is fully integrated with StyleADVISOR, which provides an even richer set of analytical tools
Who uses CompositeADVISOR?
CompositeADVISOR is used by investment management firms, banks, mutual fund companies and others who build and maintain investment composites.
What is included with CompositeADVISOR?
CompositeADVISOR is an enterprise software solution and includes the Zephyr index database updated monthly, unlimited support and regular program updates.
For more information about CompositeADVISOR, please email us at alseny@styleadvisor.com or call us at 800-789-5323.
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