Client Support & Guidance

Our focus on the GIPS® standards and on your needs means we’re there for you for the simple questions but the really difficult problems as well. Here are just a few key things you should know about our support:

  • All support is handled in house by our experienced team
  • CAPS was founded by a former verifier who uniquely understands both the needs of investment managers as well as verifiers
  • All support questions are answered immediately by competent and well-trained professionals
  • We service over 100 clients of differing organizational structures which provides distinct insight into varying requirements
  • We do not pass support incidents from person to person
  • Our clients rate the CAPS support team as the best among any of their other vendors

"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