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®

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

Upcoming Events

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

PMAR XVI, May 15-16, 2018, Sheraton, Philadelphia