Solution introduction

Minimizing human error builds human confidence

First Rate’s Automated Composite Engine (ACE) is an integrated composite management solution. During monthly processing, ACE assigns qualified portfolios to composites using preset rules around demographic and performance data that are unique to your business. This automated process minimizes the potential for error by improving accuracy of composite composition and investment performance results.

ACE at a glance

  • Eliminates the administrative overhead of synchronizing data between the performance system and the composite system.
  • Minimizes the data risk inherent when the performance system and the composite system are not fully integrated.
  • Provides Service Bureau expertise leveraged for the operation of the composite system.
  • Rules-driven composite constituent participation and construction.

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