Cloud-based and cost-effective, CompSiteIQ makes composite generation automatic and seamless.
How CompSiteIQ can help
Choice of reports
Run performance reports for internal, external and GIPS Audit purposes with a choice of output options that can be exported into Excel or PDFs.
No manual updating
Because CompSiteIQ automatically takes data directly from PerformanceIQ, there’s no updating or maintenance to worry about. You’ll never have to put information into spreadsheets. Instead you can focus on composite membership and how you’ll show portfolio performance that you can market through PSN.
Reliable composite returns minus the spreadsheets and custom disclosure library.
Revise your composite membership when you need to.
All report output options export to Excel and PDF.
Keep track of every action with a trail you can filter.
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