Experience shapes the software.
Support stays with you.

We’ve spent decades working with investment firms on composite management, reporting, verification, and the real-world challenges that come with them.

That experience influences how we build our products, how we support our customers, and how we help solve problems when the answer isn’t obvious.

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Decades of Experience

More than 30 years focused on composite management and reporting.

Verifier Perspective

A team of former verifiers and those who've spent their careers working with investment firms.

Expert Support

Access a team that understands both the software and the real-world process behind it.

Client-Driven Evolution

Real client needs and challenges have shaped our products.

 What our clients say

“Without CAPS, I doubt that we would be in a position to claim confidence with the GIPS® Standards. In addition to the benefits of the software itself, the service that comes with CAPS is outstanding.”

 

— Ann Putallaz, CIPM
Munder Capital Management

“Having used many systems for composite maintenance, the CAPS system is the most user friendly I have encountered. The team at CAPS has been excellent to work with. They are responsive, knowledgeable and consultative in their approach.”

— 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. The team’s expertise and support have been invaluable to our success.”

— Rose Romano
Steinberg Asset Management

30+

Years in Business

150+

Years Combined Expertise

200+

Organizations Served Worldwide

99%

Client Retention Rate