John Norwood Consulting announces the release of CompositeBuilder version 2.0
Submitted by Technology Tools for Today on April 21st, 2014
Version 2.0 of CompositeBuilderTM Is now available
CompositeBuilder provides composite performance reporting for PortfolioCenter, and is designed to facilitate compliance with the Global Investment Performance Standards (GIPS).
The application provides a powerful suite of tools for the creation and maintenance of composites, error checking, reporting, and verification.
- Version 2.0 provides comprehensive rule-based, automated composite construction and monitoring.
- CompositeBuilder now supports the ability to carve out asset class segments for inclusion in composites.
- The new Composite Holdings Report lists all managed assets held by portfolios in the composite on the requested date.
- The Composite Portfolio Review identifies portfolio outliers from the composite return and calculates the contribution weight of each member portfolio to the composite.
- Annual or monthly composite returns generated by another system can now be imported for historical periods.
See CompositeBuilder 2.0 new feature details »
For more information visit:
www.norwood-consulting.com/compositebuilder
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Investor360°
Questar Capital℠
Garrett Planning Network
EarningsQ
TD Ameritrade Institutional’s VEO®
Matt Nelson
Custodian
Black Diamond platform
Client Data Automation
robust technology capabilities
Advisors Assistant Everywhere
Jackson National Life Insurance Company®
Wealthcare Capital Management
FinFolio’s WorkStation
Great Kight
Eliza De Pardo
the Practice
personal financial management
Mike Phillips
Dan Santner
SMAs
Branch Audit Consulting
Kevin Knull
Clients & Portfolios
Sales Cloud
Amanda Steinberg
Joe Ruzycki
Weston
regulatory compliance services and technology
2015 Veo® Integrated Awards
Human Finance Project
enterprise-grade data management platform
Tom Schildhauer
portfolio applications
modify portfolio exposures
David Canter
SS&C Technologies Holdings, Inc.
online account opening
Laser App Enterprise
CNN Money
application programming interface
Retirement Plan Network
Accounts and Fact Sheets for Investments
INSITE™ 2015 conference
ETF’s
turnkey data science solutions
Portfolio Snapshot
Morningstar® Advisor WorkstationSM
Digital Fortress
Suhail Ali
LPL Focus 2015
comprehensive trading solutions
Schwab OpenView Mobile
auditable workflow and document management technology
CAM System
risk engineering
intraday quotes
Fee Calculation Details
Uri Pomerantz
Productivity
Naureen Hassan
Forbes
Donald Capone
TA Associates
paperless client onboarding process
Mark Casady
Craig Smith
Ben Francois
Riskalyze and RetireUp Integration Demo
Advisor Rebalancing®
iPad app
FinaMetrica Plus
Vestorly solution
Quik! Form
NetXInvestor
Gemcom
easily view user activity
TD Ameritrade National LINC Conference
pensions
Matt O’Brien
Custom Cloud (Force.com)
Simon Sinek
Black Diamond®
client database portal
Rocaton Advisors
Jackson.com
WealthCentral
FINRA and SEC technology guidelines
rebalancing solution
Ellen Smith
The Retirement Hub
Personal Financial Management (PFM) tool
Mike Walsh
Social Analytics
normalization
Kevin Kraus
ClientView Client Portal
Analytics Cloud
John Hancock
Westport Resources
Rehmann
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Total Portfolio Expert (TPX)
Portfolio Building
David Fetter
Online Account Opening & Transfer
Cohesive Client Management Process
Arcons Technology
Brian Stimpfl
Jud Mackrill
XTRAC App
RetireRisk
ACH origination
instantaneous stress testing
Everplans
two-factor authentication
PortfolioCenter
Morningstar® Portfolio X-Ray®
Digital Fortress Suite
Orion Advisor Integration
LPL Focus Conference
computer-based modeling system
Schwab Performance Technologies®
Automate Client Marketing
Cameron Routh
Risk Management
AdventConnect 2014
intuitive user-experience
fee elimination
user-friendly programing
Proposal Generation Capabilities
NaviPlan
Doug Harbrecht
Tamarac Advisor® Xi
paperless enrolment
Mark Engelhardt
create and manage portfolios
service alerts
Benjamin Birken
Riskalyze Autopilot
IPS AdvisorPro
Quik! Forms
NetXInvestor®
Gemini Alternative Funds
EBITDA growth rate
TD Ameritrade's VEO
Performance
Maureen Duff
customer acquisition
single sign-on integration
Black Diamond℠
client engagement
Advisors Assistant’s CRM
Jackson®
FinTech 100
rebalancing workflows
Greg Vigrass
The Tarbox Group, Inc.
personal financial management platform
mitigate risk
Daniel Inveen
social collaboration
Northern Lights Compliance Services
Kevin Miller
ClientWorks
Andrew Rogers
John Mackowiak
Whitepaper
relationship solutions
Aaron Guidotti
IBackup®
portfolio construction capabilities
David Lyon
online advisor-client collaboration
Laser App’s Software as a Service (SaaS) platform
Collaboration Cloud (Chatter)
ARKON
Broker Dealers
Julie Littlechild
Institutional Intelligent Portfolios™
eVestment
PortfolioCenter®
Multi-Asset Class Portfolio Analysis
digital marketing hub
LPL’s Resource Center
Concenter Services
Schwab’s 2013 RIA Benchmarking Study
automated portfolio management
Canterbury Consulting
risk management characteristics
Invesco
Proposal Tool for Chapwood Investments
NaviPlan LEADS
forms library
Doug McPhail
Tamarac's Advisor® Xi
paperless onboarding
credit card processing
Service Cloud
Best Technology for a Vertical CRM
Charles Sizemore
Advisor Software, Inc.
IPSAdvisorPro
Financelogix
Video conferencing
new client electronic on-boarding
Gemini Fund Services
Ebix
TD Ameritrade’s Veo platform
Performance Center
single-sign on capability
Black Diamond℠ platform
client feedback
Ron Huddleston
Advisory World
James Carney
Wealthminder Seed Capital
Firm Alerts and Announcements
Redhawk
Gregg Klein
Third-Party Technology Integrations
Pete Hess
Mitt Romney
Mobile app
Darren Tedesco
social media integrations
Northern Lights Distributors
Kevin Paulsen
ClientWorks platform
Salesforce CRM
Andrew Rudd
John McArthur
Will Bressman
Relius Adminstration
IBDs
Envestnet Advisor Summit
Total Rebalance Expert (TRX)
Portfolio Construction Tool
MoneyGuideProTM
David, Stalnaker
Stark & Stark
online client engagement
LaserApp
Commonwealth Financial Network
Schwab Advisor Services’
Artificial Intelligence
brokerage and custody services
Juney Ham
yHLsoft
ActiFi Client Engagement
inStream Solutions
eVestment Quantum Analytics
Ultra High Net Worth
position data
multi-block trading
Digital Marketing Platform
SunGard’s WealthStation
Luis Gomez
Concierge Service
SciQ Insights
Automated Workflow
CapGainsValet
risk management platform
Investigo
Fetter Logic
Vanare | NestEgg
ProTracker
NaviPlan® financial planning tool
Fox Financial Planning
Downloadable Portfolio Review Reports
tax efficiency in a cloud-‐based model
paperless processing systems
Mark Wilson
services and support for RIAs
check scanning
RiXtrema's Portfolio Crash Test
iReach
Financial Account Data Technology Platform
Vincent Guyaux
Radar
New Microsoft Dynamics®
Gemini Hedge Fund Services
Ebix Smart Office
TDA
Performance Dashboard and Client Reporting Engine
Michael M. Carter
Customer Success Platform
single-sign on functionality
Blaze Portfolio
Client Management System
Roy Burns
James Poer
First Rate
eMoney Select system
Tim Ramza
Peter Intraligi
Mobile App 2.0
Darrin Courtney
Social Security
NorthStar
Kevin Sweet
Cloud applications
Salesforce data migrator
Andrew Stevens
John Ndege
William Faulkner
Report Builder
Abby Schneiderman
IEC
Total Technology Platform
Portfolio Crash Test solution
MoneyGuidePro®
Daxs Stadjuhar
State Income Tax Calculator
online practice management platform
LaserApp Anywhere
Commonwealth’s Practice360º
Schwab Advisor Services’ SOLUTIONS®
Artisan and Grendel
browser in the cloud
RIA advisor platform
ActiFi software suite
Insurance and Securities verticals
eVestment Spectrum Analytics
unified cloud computing solutions
Positions
multi-user support
Digital Practice Management
SunGard’s WealthStation Financial Planning solution
Orion Business Intelligence
MacroRisk Analytics
conflict-free custody solution
Scivantage
Automated workflows
Career Activity Management System
risk modeling
advisor and client portals
investment advice
Fetterlogic
ProTracker Advantage
Fox Financial Planning Network
downside volatility
Tax Efficient Drawdown
Park City, Utah
Market Movement Strategies (MMS)
Shane Bingham
Bill Good
Chicago
Rob Cirrotti
Advisor View
iRebal
Vladimir Baranov
Raj Udeshi
Newgate Capital Management
Gen X/Y
Echosign
performance expectations
Customizable Quarterly Investment Review Presentations
SixThirty
Run Smarter®
AdvisoryWorld Financial Technology
Jason Roberts
WealthStation CompAct
Redhawk Wealth Advisors
Fisher Investments
Guide Financial Technologies
eMoney’s emX Select platform
Tim Welsh
time-effective onboarding experience
Phil Sorgen
Mobile Application
Social Security Analyzer
Cloud Desktop solution
Salesforce Financial Service Cloud Integration
Andrew Tognela
John Norwood
Windows™ PowerShell
reporting
acceptable and unacceptable tolerance standards
Impact Communications
Envestnet | Tamarac's Advisor Xi
Touch functionality
Portfolio Crash Testing
MoneyTree
Dean Cook
state‐of‐the‐art forms-filling technology
Online Reporting Dashboard
Community Blog
Schwab Advisory Services
Ashley Globerman
Built In Token 2-Factor Authentication
RIA Benchmarking Study
activity streams
integrated cloud based technology
eVestment Spotlight Analytics
unified managed account
POWER
mutual fund capital gains distributions
direct online insurance offerings
Sustainable Retirement Income
Maggie Crowley
Connections Console
Scott Parry
automating portfolio management
Carson Wealth Management Group
Investment Advisors Workflow
variable annuities
ProTracker Cloud
Fred Tomczyk
Dr. David Lawrence
Tax Lot information
Marketing Center platform
CRM systems
Shannon Dempsey
Bill Laird
Chris Casdia
Robb Baldwin
Advisor View™
iRebal®
Financial Feed
Wall Street Journal
Next Generation Investor Portal
Gentech
Technology adoption
Performance Measurement
Michael Spellacy
customizable questionnaires
SixThirty FinTech Accelerator
Client Marketing Systems, Inc.
Rushmore Advisor Services
AdvisoryWorld HoldingScan Report for Households
Jason Wenk
WealthStation Financial Planning
fixed index annuities
Gustav Karner
eMoney’s wealth management platform
Hemant Moore
emX
timeframes
Mobile channel
data analysis
data aggregation functionality
Social Security Optimizer
Norwood Consulting
Kirk Hulett
cloud-based archiving solutions
Salesforce Financial Services Cloud
BranchNet
WinOps
reporting capabilities
Impact Technologies Group
Envestnet’s Advisor Suite®
Trade Strategy Visualization
monitoring
Steve Dunlap
Open View Gateway
Laserfiche Connector
company performance analysis
Schwab IMPACT 2013
ASI
Business Analytics
Zywave
RIA in a Box
Activity tracking and corporate memory
integrated CRM
eWealthManager
unified wealth management technology
Power of Together
My Wall
disparate and divergent solutions
Symantec VIP integration
Orion Discover
MagniPost
content aggregation
automation software tool
cash posting
Risk Number®
Advisor Con
Investment Income Summary Report
Fidelity Center for Applied Technology
VAs
ProTracker Software
Ft. Lauderdale
Dr. Noah Smith
tax planning
Patrick Ambron
Marketing Cloud
CRM technology
Chris Casey
Robert Arnott
Advisor Websites
iShares
Financial Personalities
Walt Bettinger
RCS Capital
Next Generation of Integration
Ed Butowsky
Technology Integrations
Michael Stier
customized analysis
Blu Giant, LLC
Client Meeting Support for Advisors
Russ Thornton
Advisor® Xi
Jay Jay French
WealthTechs
Redkite
flexibility to scale
EMX Platform
TJ Jones
mobile connectivity
data analysis solutions
data aggregation solutions
Sonia Rosenbaum
Note Taking
Krilogy Financial
cloud-based billing software
Salesforce.com
Ann Haas
brand-centric theme customization
John Schobel
Women Investors
Reporting Console for Each Office
Account Alerts
import tool
Envestnet’s Digital Advisor platform
Portfolio Management and Insurance Management modules
monthly compliance checklists
DecisionCenter
Steve Sanduski
open-architecture platform
Laserfiche Document Management
compete against other digital advisors
Schwab Independent Advisor Outlook Study
asset allocation mappings service
business and technology management
Junxure Cloud®
“Robo” Challenge
RIA/Client reletionships
Adhesion
Integrated CRM Performance Dashboard
Expanded Performance Details for Sample Portfolios
Unify
PowerAdvisor
myeDocumentsuite.com
Document Imaging
Synapse API
Orion Portfolio Reports
maintenance of composites
Autopilot
CEB TowerGroup
Advisor Convention October 7-8
investment management experience
Vendor Affinity Program
psychometric risk tolerance test
Nerd’s Eye View
FTJ FundChoice
tax-aware trading program
Patrick Dempsey
Marketing Gorilla System
CRM User Adoption
Sharing
Bill Stone
Chris Momsen
Robert Eggebrecht
advisor workflow partnership
ISO
Warren Mackensen
real time balances
Next-Generation Advisor CRM®
George Will
Ed O’ Brien
technology solutions
Performance Reporting Capabilities
Cutting Edge Auditing
Small Businesses
Russell Leto
Advisor® Xi suite
Jeff Norris
Web App Single Sign On
Flexible Optimizer
High-Performing Firms
emX’s Vault
To-Do Lists
PIEtech, Inc.,
mobile devices
data automation
Sophie Schmitt
Nova
Kyle Hiatt
cloud-based billing tool
Salesforce1 Customer Platform
Ann Marie Stieler
BrandYourself.com
John Vaccaro
Woodrow Levin
Account Details
Income Generator
TradeWarrior
Portfolio Management Consultants
Deena Katz
Steven D. Kelly
Lex Sokolin
compliance and security
Schwab Intelligent Integration®
asset gathering
business development metrics
Junxure Cloud® CRM
advanced data reporting
integrated receivables management
Unify Cloud Disaster Recovery
PowerShares
T. Rowe Price
Orion’s Client Portal
manage cash flows
Copytalk+
Scottrade® Advisor Services Platform
Back Office Solutions
Celent
Fidelity Institutional Wealth Services
VEO
Q-Suite
FTNI
Dropbox
tax-losses
Patrick Flaherty
Marketware International
Sherri DuMond
Chris Wacker
Robert Moore
Advisor Xi
iTunes App Stores
financial planning and client engagement solutions
Real-Time Data
next-generation wealth management platform
Global Financial Private Capital
Ed O’Brien
Technology Tools For Today
performance reporting software
Michelle Smith
Cybersecurity
Smarsh
BlueSky
Client Relationship Management (CRM)
web-based applications
Holdings
end-of-life plan
PMC's Quantitative Portfolios
mobile forms-filling
Data Cloud (Jigsaw)
sophisticated computer algorithms
November 2-4, 2015
Ladenburg Thalmann Financial Services Inc.
cloud-based CRM platform
Anna Curry
Bret Baier
Wordpress platform
reporting solutions
account management software
independent portfolio rebalancing software platform
Eric Jardine
Trading Processes
portfolio management process
Morningstar Advisor
Dennis Fox
Stifel
OpportunityView™
LiquidHub
ComplianceQ
Schwab Intelligent Portfolios
AssetBook
business intelligence
Junxure CRM
advanced wealth planning solutions
integrated technology
External IT Cloud Desktop
Unify Software
Document Processing
OS33 Cloud Desktop platform
management fee
Copytalk+ Smartphone App
seamless advisor integration
back-office solutions
Center For Wealth Planning
risk profiling questionnaire provider
Advisor FinTech Hackathon
investment policy statement
Veo Open Access
Quadron Data Solutions
NestEgg Wealth
full lifecycle portfolio management
Duane D’Orazio
Patrick Yip
Martin L. Flanagan
Cross-business Tracking Routing & Control
Sheryl Garrett
Bill Wostoupal
CIO Review
J. Kelley Williams, Jr.
Real-time Profile Tracking
NFP
Global Investment Performance Standards
EDGAR filing agent
Technology Tools for Today 2014 Conference
Perry Moore
Microsoft
Cybersecurity and Compliance
Smarsh My Site
client relationship solution
SaaS
Advizr and Orion integration
web-based client management software
Jenny Richards
web-based CRM
Redtail Technology CRM
Homrich Berg
end-‐to-‐end portfolio management
Todd R. Crockett
Mobile Optimization
data management solutions
Spark
Oauth2 user authentication security
lagging performance duration and timeframe priorities
cloud-based IT
San Diego
Annuities + Insurance
Bret Magpiong
Jonathan Jaranson
workflow solutions
ReportQ
account opening
industry related forms
error checking
Trading Strategy Checklist
Portfolio Management Processes
Morningstar Analyst Rating™
Denny Bottorff
Strategic Advisor
Optimum Market Portfolios
Lori Hardwick
compliant ready platform
Schwab Intelligent Portfolios™
business processing services
Junxure® CRM
advanced workflow tools
External IT's Cloud Desktop
Unify’s Cloud VPN
practice management
Narrator Clients™
document storage software-as-a-service
Outlook email archiving
Cory Haberkorn
seamless forms-filling capabilities
BakerAvenue Asset Management
centralized and tailored user experience
Advisor Impact
investment research platforms
Fidelity Investments®
Veo Open AccessSM platform
Quadron Data Solutions™
NetExchange Client
Fuse 2014
Dynamic Rebalancing
TD Ameritrade Holding Corporation
Paul Cantrell
Mary Ellen Whiteman
CSIA
Cities Digital
robo advisors
Advisor-Client relationships
J. Richard Coe
Wealth Access Estate Platform 3.0
financial planning technology
Realized and Unrealized Gains/Losses
NFP Advisor Services Group
goalgamiPro
tenth annual T3 Technology Conference
Microsoft Corp
Damian Gallina
Smarsh Sites
Kanchana Chalia
Client Risk Assessments
SaaS-based payment processing platform
Jenze Bosma
web-based portfolio management software
Reduce computer sprawl
hosted archiving solutions
Enhanced Capital Partners
Tom Doherty
portfolio accounting
Mobile Productivity
data protection
October 13
Las Vegas
cloud-based IT outsourcing
San Diego, CA
App expansion
Joseph Miola
Worldox
required trading and rebalancing
Account opening and commissions
Informatica
eSignature Capabilities
portfolio management system
Morningstar for Advisors App
Depository Trust and Clearing Corporation
Strategic Integrated Online Account Processing
Optional Tax Management
Loring Ward
Composite Holdings Report
Schwab Intelligent Technologies
AssetMark Advisor iPad
business valuation knowledge
Junxure’s cloud-based CRM/office management solution
RightSize Solutions
integration of independent recordkeepers
FA Insight
United Capital
practice management solutions
Narrator™ application builder
Florida
Docupace
T3 Advisor Tech Conference
Outsourcing Services
Mara Laisson
Cory Olson
Search Engine Optimization
Balances
Cetera
Advisor iPad App
investment screening functionality
Fidelity®'s New Wealthcentral® Technology Bundle
Veo®
qualified fiduciary advisors
NetExchange Select
Fuse 2014 award
Paul Polese
Mary Ferguson
curation engines
Cities Digital’s MagniMail
Robo-Advisers
AdvisorComplete platform
financial planning tool
rebalance
Nobel Foundation
goalgamiPro®
Edward Jones
The Efficient Practice
Microsoft Dynamics CRM
Damon Deru
Smart Form Tool
Bob Stiess
Karl Chan
Client Service Monitor
Safe by Estate Assist
Aggregation
