Less time to maintain composites
CAPS 4.0 generates more information in less time. Using your composite definitions and business rules, the system automates most of the compliance process. All you have to do is confirm structure changes. Just point-and-click!

Reduced cost of GIPS ® compliance
If you are like most managers, you devote a significant amount of resources to compliance. Entering data, confirming performance, creating audit trails and working with verifiers are areas that can be eliminated or greatly reduced using CAPS 4.0. In addition, SEC auditors and verifiers will spend much less time in your office, which reduces their fees and frees up your staff.

Marketing advantage with performance insight
One of the greatest advantages of being GIPS® compliant is the organization you receive out of the data that describes your investment management process. Yet very few firms have organized this data into a meaningful format. CAPS 4.0 helps you see and explain your investment management process through a dynamic analysis of each composite. This will provide your marketing team with many new ways to demonstrate composite performance and give prospective clients insight into your investment process.

Composite performance at all sector levels
CAPS 4.0 calculates and reports sector-level composite performance. This information is valuable to consultants that would like to see your composite performance with and without a cash component. The software also includes the ability to create sector-only composites.

Built-in audit controls
All changes to composite structures are tracked. In many cases, automatic audit trails are created. The program also prompts the user to identify the reason for a structural change, when necessary.

Several levels of automation
Besides audit controls, the program can perform all maintenance and calculation functions at once. When completed, the user may view a maintenance report that identifies portfolios that have closed and those portfolios that should be reviewed as they may no longer be representative of the composite.

Easy export of data
All data and information contained in CAPS 4.0 can be easily exported to a spreadsheet, word processor or other program at the click of a button.