If you are an Adapptr and Composites user the two services are closely coupled, the composites service is part of the processing pipeline allowing you to send a simple CSV of holdings, which will be expanded and enriched based on data coming from your chosen provider, any uploaded constituent weightings and from our ETF library (if enabled)

Untitled

Step 1 - Client data transmission

Step 2 - Data sourcing from Refinitiv or Bloomberg

Step 3 - ETF Library and Bring your own data (BYOD)

Step 4 - Transmission to FundApps