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Our Clients

Since 1996 we have met the diverse needs of more than 100 clients of varying size and organizational structure. This unique perspective gives our clients the advantage of industry best practices along with workflow optimization. Today, our clients are confident knowing their GIPS® standards workflow is extremely efficient and that, with CAPS, it will remain that way.

"For years now, CAPS has provided our firm with the most reliable, user-friendly, and robust composite software we could ever ask for. Their GIPS® standards expertise is invaluable to our firm. In addition, their exceptional and experienced support staff is always quick to respond in providing technical support as well as answering questions about GIPS® compliance. The support staff is first class!!!"

—Rose Romano, Steinberg Asset Management

"As a CAPS user for nearly 10 years, we have continually experienced prompt and competent responses to GIPS® compliance questions. Technical support is exemplary. CAPS has always made our issues their own as they work to provide solutions. All of this on top of a great software package."

—Jeffrey G. Dowden, CFA, Wallington Asset Management, LLC

"The time that CAPS saves allows us to work proactively instead of reactively."

—Lisa House, ICM Asset Management, Inc.

"Since converting to the CAPS system it takes a fraction of the time to calculate our performance. The system is straightforward and the reports run quickly and easily."

—Julie Blanchard, Oppenheimerfunds, Inc.

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

—Ann Putallaz, CIPM, Munder Capital Management

"CAPS facilitates the process of performance reporting and provides a diverse selection of reports necessary when creating marketing materials. The CAPS system is user-friendly and intuitive--I was able to take over reporting from a co-worker easily, and their support staff has proven to be very helpful in answering questions about GIPS® compliance and providing any technical support needed."

—Julie Assaoui, SSI Investment Management

"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. The staff at CAPS are friendly and very helpful in every step from implementation to continued maintenance."

—Nicholas Sroka, CFA, Paradigm Capital Management

"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® standards verifiers. The staff is knowledgeable, quick to respond and receptive to suggestions. Overall, I’m very pleased with the product and their service."

—Evelyn Lee, Trilogy Global Advisors

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