CompositeBuilder provides a powerful suite of tools to assist your firm with GIPS compliance.

 
 

New Charts and Analytics FOR COMPOSITEBUILDER

1.png
 

Certified by The Spaulding Group

In August 2014, The Spaulding Group certified CompositeBuilder as behaving  "in a manner consistent with one designed to support compliance with the fundamental requirements of the Global Investment Performance Standards (GIPS)®."  The application successfully passed a rigorous examination and met all requirements within eight overall criteria.  More information...

 
 

Now integrated with Tamarac Advisor View.

Also Integrates with Advent Axys®, Advent APX®, and PortfolioCenter®

We threw away our old spreadsheets and homegrown database. CompositeBuilder eliminated all the ad hoc workarounds. It does what it says it does.
IT JUST WORKS!
— Chad S. Christensen, Semper Augustus Investments Group LLC
 

Upcoming Events

ACA’s 2019 Spring Compliance and Performance Conference, May 8-10, Mandarin Oriental, Miami

The Spaulding Group’s 17th annual Performance Measurement and Risk (PMAR) Conference, May 14-15, The Philadelphia Westin