Experience the difference 30 years can make.

For over 30 years, CAPS has been singularly focused on refining the workflow for composite management and reporting. Our experience with hundreds of investment firms—from small organizations to complex global operations—has given us a unique understanding of the many requirements and challenges involved in composite processing. We’ve turned that experience into software designed to make composite management more efficient, intuitive, and reliable.

CAPS_Hub_Medium_Animation

Challenges most firms face

Multiple systems.

Multiple data sources.

Detailed policies & reporting requirements.

Whether you’re moving beyond spreadsheets and manual processes, outgrowing an existing solution, or managing increasingly complex requirements, CAPS gives your team a consistent, reliable way to manage the composite process.

Solutions

CompositeHub® — SaaS

Cloud-based composite management with browser access, centralized updates, and no local infrastructure to maintain.

EXPLORE COMPOSITEHUB® →

CAPS Desktop — On-Premise

On-premise composite management software for complex investment environments.

EXPLORE CAPS DESKTOP →

Outsource your GIPS Workflow

For firms that want additional help with composite processing, reporting, and workflows.

EXPLORE MANAGED SERVICES →

Trusted by investment managers for decades.

“Without CAPS, I doubt that we would be in a position to claim compliance with the GIPS® Standards.”

 

— Ann Putallaz, CIPM
Munder Capital Management

“Having used many systems for composite maintenance, the CAPS system is the most user friendly I have encountered.”

 

— Nicholas Sroka, CFA
Paradigm Capital Management

“For years now, CAPS has provided our firm with the most reliable, user-friendly, and robust composite software we could ever ask for.”

 

— Rose Romano
Steinberg Asset Management

Established 1996

150+ Years Combined Expertise

200+ Organizations Served Worldwide