CMR powered by SAYS

Composite Management & Reporting (CMR) offers users a robust modular platform to meet your composite needs. Whether you require assistance with an initial GIPS verification, annual verifications, internal reporting, marketing reports, or composite analytics, CMR provides task-specific solutions.

CMR supports daily composite construction, which may help reduce the headaches in monitoring large cash flows and related rules. CMR allows users to select from pre-defined data templates from common industry systems, or to upload data using your own custom files. If you do not see your accounting system in our list of data templates, then let us know and we'd be happy to add additional templates at no cost. With some modest account setup, you can be just a few clicks away from generating the composite data and reports your business needs.

Our solutions are GIPS 2020 standards ready. Supporting Pooled Fund (TWR/MWR) and Composite Carve-out Reporting. Also check out our Carve-out Allocation and Net Transaction Cost turnkey solutions.

Client Testimonials

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"As a small but growing asset manager, we found ourselves faced with a choice: pay way more money than we could afford to get robust composite reporting like the big guys, or remain mired in our inefficient and unreliable process and let that continue hampering our growth. Opturo’s turnkey platform gave us access to the kind of reporting big clients expect to see at a price my small business could afford. Integration with our custodial broker dealers means literally dozens of hours saved per month, and less risk of human error. I couldn’t recommend this platform strongly enough."

Invariant Investment Management, LLC

Composite Reporting

Create and customize the reports you need


Reporting is a vital part of the composite management process. The process starts from the time of generating the account level data for an initial verification, and continues as a track record is marketed. CMR offers users a flexible and modular way to address reporting needs. Reports can be generated as data-only output and exported via Excel, or formatted into exported PDF and Excel files. Importantly, reports can be customized to include your preferred design, logo, font, text, and color palette. A sample of available reports:

  • Composite Disclosure and Presentation
  • Ex-post Return and Risk Analytics
  • Firm-wide Composite Performance Summary
  • Composite Fact Sheet

Composite Reporting Packages

Package Comparison Table

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CMR supports daily composite construction, which may help reduce the headaches in monitoring large cash flows and related rules. CMR allows users to select from pre-defined data templates from common industry systems, or to upload data using your own custom files.

If you do not see your accounting system in our list of data templates, then let us know and we may add the template you need at no cost. Once your data is uploaded into the platform, you'll have access to unlimited report creation for those reports to which you've subscribed. Having an issue along the way? Contact us online for support, which is included in the cost of your subscription.

Opturo is not a GIPS verification firm and does not render such opinions. Each user retains responsibility for whether or not they are preparing their composites in accordance with GIPS, and Opturo does not make any affirmative representations about any users’ compliance with GIPS. For those users who are GIPS compliant, CMR provides the tools to generate reports in accordance with those guidelines.