Robust Reporting

With the CAPS software, you can confidently generate the reports you need with surprising ease: Customized GIPS^® presentations, outlier analysis, performance reports, and a GIPS^® Verification Extract. With the CAPS software, reports aren’t the hassle they used to be.

Use the CAPS Verification Extract to quickly retrieve all the details you need for a verification/audit
Generate internal reports for improved transparency
Create custom report solutions and streamline your processes even further
Utilize a wide variety of reports built over the years to address specific client needs
Run reports for individual portfolios
Confidently produce reports fully compatible with GIPS^® 2010 Changes

"CAPS is very easy to use. They offer an extensive selection of reports which are easy to run and understand, and meet the document requirements of our GIPS verifiers."
Evelyn Lee,
Trilogy Global Advisors

To get a feel for the kind of reports available through the CAPS software, click on the report thumbnails below.