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Composite Reporting Group

Composite reporting group is an available setting for groups that allows you to indicate whether a group is eligible for composite reporting as a single entity.

A group will not be valid for composites if it contains groups or if it contains accounts that are in other composite groups.

You won't have to worry about creating invalid composites because the check box will be grayed out if the group is not valid for a composite.

Enable Composite Reporting

You will only see this check box if your firm is enabled for composite reporting. To enable composite reporting for your firm, please contact Tamarac Account Management at TamaracAM@envestnet.com.