CompositeHub®

SaaS

The CAPS experience, delivered in your browser

Browser-based access

Rules-based composite processing

Reporting and disclosures

No infrastructure to maintain

CH-Core

Built for the complete composite management lifecycle

Import

Bring together performance, client reference, and other data to support your composite process.

Define

Set policies and rules to determine how composites are constructed and calculated.

Process

Run the monthly process to build composite membership and calculate results.

Review

Review membership, calculated results, and any items that may require attention.

Report

Produce internal and external reports, consultant output, and verification data.

Built for the way firms work

Configurable policies and rules

Historical membership and records

Flexible reporting and disclosures

Browser-based SaaS delivery

Single sign on

Centralized updates and maintenance

No local infrastructure to support

CompositeHub brings the CAPS approach to composite management to a modern,
cloud-based platform — backed by the same expertise our clients have relied on for decades.