While many portfolio accounting systems have the ability to calculate composites, very few give you the ability to construct composites based upon a set of composite rules. Firms frequently resort to using manual process for tracking membership or identifying accounts that should be removed.
We have an online application that will do all of this without the possible mistakes inherent in manual process. It also allows you to bring in portfolio level returns from various sources and have one united interface.
If you would like a demonstration please contact us through our contact form or phone.