CAPS, Inc. provides software and consulting services to investment management firms, with clients among the world's largest. CAPS, Inc. offers Composite Management, Performance Reporting and Risk Measurement software including CAPS 4.0, the leading Composite Management and Reporting software system in the US. CAPS also offers GIPS® and Performance Measurement consulting services and custom software programming.

Over 80 investment management firms utilize CAPS 4.0 to easily create and maintain composites, and help them achieve compliance with GIPS®.

The rules-based software allows detailed composite policies to be established and monitored over time. The software builds compliant composites and notifies users of participation changes required on a month-to-month basis. Companies that utilize the CAPS software products achieve the highest level of control over their composite structures. Users can quicklybuild composites for compliance purposes or other requests. The system monitors all user activity and automatically builds comprehensiveaudit reports that demonstrate compliance achievements to verifiers and auditors.

Reporting capabilities extend beyond performance reporting. The CAPS reporting system allows detailed reports on Assets Under Management, Portfolio Gain/Loss, Composite Audit, Composite Dispersion, Performance Presentation, Composite Attribution and Risk Measurement.

CAPS, Inc. has an extensive track record in supporting our clients' AIMR-PPS®/ GIPS® compliance needs. Users consistently rate the CAPS client service the best among vendors, and this has led to a near 100% client retention rate since the firm began operations in 1996. CAPS 4.0 is a proven solution built over the last 10+ years in collaboration with our clients.