Composite Integrity

Is your current process time-consuming?
Error-prone? Is it complete? Does it provide
you with the details you need?

With CAPS, you get a comprehensive solution that:

Centrally locates all portfolios under management
Integrates with Axys^®, APX, Eagle Pace™, PortfolioCenter^®, Wilshire Abacus, and more
Makes it easy to identify and track changes in performance data
Enforces your rules and policies for your composites
Tracks changes to management style, restrictions, discretion, objectives, and other properties of the portfolios
Is fully compatible with GIPS^® 2010 Changes
Allows you to define rules for policies and composites

"The CAPS system is easy to use and performs all the functions needed to manage composites in a GIPS compliant manner. Having used many systems for composite maintenance, the CAPS system is the most user-friendly I have encountered."
Nicholas Sroka, CFA,
Paradigm Capital Management

To get a glimpse of the CAPS software experience, click on the screenshots below.