CompositeBuilder provides a powerful suite of tools to assist your firm with GIPS compliance.
New Charts and Analytics FOR COMPOSITEBUILDER
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...
Integrates with Advent Axys®, Advent APX®, and PortfolioCenter®
2018 T3 Advisor Conference, February 2-6, Marriott Harbor Beach Resort & Spa, Fort Lauderdale
PMAR XVI, May 15-16, 2018, Sheraton, Philadelphia