Robust Reporting

With the CAPS software, you can confidently generate the reports you need with surprising ease:

  • GIPS® Reports;
  • Outlier Analysis;
  • Performance reports;
  • Risk measures;
  • Verification Extracts and more.

Composite Integrity

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

With CAPS:

  • Centrally locate all portfolios;
  • Integrates seamlessly;
  • Simplifies data tracking;
  • Enforces your rules & policies;


Performance Organized: Shift your focus from the manual process of building composites:

Over 300 firms of all sizes and complexities have been verified using the CAPS software. These firms also enjoy the benefits of easier composite maintenance, error prevention and better reporting.

The CAPS software is an easy-to-use and easy-to-implement software solution for your GIPS compliance needs.

CAPS 2020 (Desktop System)

  • Windows 10
  • SQL Server 2012 (or later)
  • Supports virtualization (Citrix/VMWare, etc)

CompositeHub (SaaS application)

  • Cloud-native
  • Compatible with modern web browsers (Chrome, Edge, Firefox, Safari)
  • Single Sign-on

"Without CAPS, I doubt that we would be in a position to claim compliance 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 staff at CAPS are friendly and very helpful in every step from implementation to continued maintenance."

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. 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