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

 
 

New Charts and Analytics FOR COMPOSITEBUILDER

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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®

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

IMPACT 2017, November 14-17, Chicago

2018 T3 Advisor Conference, February 2-6, Marriott Harbor Beach Resort & Spa, Fort Lauderdale