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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Fred Tomczyk
risk management characteristics
detailed financial planning
Behavioral Finance
comprehensive portfolio management
Tamarac's Advisor® Xi
CAM
POWER
iRebal®
Service Cloud
Farshad Ghaffari
Gentech
Docupace ePACS®
Morningstar® Portfolio X-Ray®
Video conferencing
Black Diamond platform
LPL Focus Conference
couple’s report
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
ProTracker Software
Jay Jay French
single-sign on functionality
Patrick Ambron
Figlo
Hemant Moore
Roy Burns
EAI
NaviPlan LEADS
Custom Cloud (Force.com)
Tim Ramza
Amanda Steinberg
client database portal
social media integrations
2015 Veo® Integrated Awards
RCS Capital
FinFolio
Impact Technologies Group
Salesforce CRM
Electronic Signing
Will Bressman
Relius Adminstration
new client electronic on-boarding
Total Rebalance Expert (TRX)
application programming interface
Clients & Portfolios
Stark & Stark
Accounts and Fact Sheets for Investments
integrated CRM
Schwab Advisor Services’
Norwood Consulting
enhanced mutual funds order management
yHLsoft
DataPro
Mitt Romney
Ultra High Net Worth
auditable workflow and document management technology
Kevin Miller
CNN Money
SunGard’s WealthStation
Investment Income Summary Report
SciQ Insights
Open View Gateway
estate management
Ft. Lauderdale
risk management platform
Digital Advice
Vanare | NestEgg
Ben Francois
Laser App’s Software as a Service (SaaS) platform
comprehensive trading solutions
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
CAM System
Power of Together
iShares
services and support for RIAs
Orion Discover
RiXtrema's Portfolio Crash Test
Docupace Technologies
Multi-Asset Class Portfolio Analysis
Vincent Guyaux
Black Diamond®
LPL’s Resource Center
Craig Smith
TDA
psychometric risk tolerance test
Jeff Norris
SixThirty
Patrick Dempsey
filter and cross reference data
Run Smarter®
Earnings Potential
WealthStation CompAct
Redhawk Wealth Advisors
NaviPlan® financial planning tool
Mark Wilson
customer acquisition
Tim Welsh
Analytics Cloud
client engagement
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
real time balances
John Schobel
Performance Reporting Capabilities
FinFolio’s Portfolio Management Software
import tool
Salesforce data migrator
eliminating selected fees
William Faulkner
Report Builder
New Microsoft Dynamics®
Michael M. Carter
Daniel Inveen
Total Technology Platform
Arcons Technology
ClientView Client Portal
State Income Tax Calculator
ACH origination
Junxure Cloud®
Integrated CRM Performance Dashboard
Schwab Advisor Services’ SOLUTIONS®
Note Taking
enrollment platform
RIA advisor platform
Mobile app
unified cloud computing solutions
Automate Client Marketing
Kevin Paulsen
Cohesive Client Management Process
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Brian Stimpfl
Portfolio Management and Insurance Management modules
investment management experience
Scivantage
open-architecture platform
ETF OneSource participants
FTJ FundChoice
risk modeling
MoneyGuideProTM
Benjamin Birken
LaserApp
computer-based modeling system
Tax Efficient Drawdown
Cameron Routh
PowerAdvisor
ISO
Shane Bingham
Orion Portfolio Reports
George Will
Rob Cirrotti
multi-block trading
Vladimir Baranov
Black Diamond℠
Luis Gomez
create and manage portfolios
Advisors Assistant’s CRM
MacroRisk Analytics
credit card processing
Technology adoption
Advisory World
Charles Sizemore
Q-Suite
SixThirty FinTech Accelerator
Patrick Flaherty
High-Performing Firms
Rushmore Advisor Services
EarningsQ
WealthStation Financial Planning
Market Movement Strategies (MMS)
time-effective onboarding experience
Andrew Rogers
client feedback
Social Security Analyzer
Aaron Guidotti
Real-Time Data
John Vaccaro
performance reporting software
FinFolio’s WorkStation
Income Generator
Salesforce Financial Service Cloud Integration
Eliza De Pardo
Windows™ PowerShell
reporting
Newgate Capital Management
Touch functionality
ARKON
ClientWorks
state‐of‐the‐art forms-filling technology
Junxure Cloud® CRM
PIEtech, Inc.,
integrated receivables management
Schwab Advisory Services
Nova
Enterprise Content Management Software
RIA Benchmarking Study
Mobile App 2.0
unified managed account
automated portfolio management
Kevin Sweet
Collaboration Cloud (Chatter)
Sustainable Retirement Income
Broker Dealers
Portfolio Management Consultants
Scott Parry
FTNI
digital financial solutions
MoneyGuidePro®
variable annuities
Best Technology for a Vertical CRM
LaserApp Anywhere
Concenter Services
Tax Lot information
Advisor Software, Inc.
Canterbury Consulting
PowerShares
iTunes App Stores
Shannon Dempsey
Orion’s Client Portal
February 4, 2015
Global Financial Private Capital
Robb Baldwin
Dominey Stewart
multi-user support
Wall Street Journal
Black Diamond℠ platform
Maggie Crowley
Technology Integrations
check scanning
Quadron Data Solutions
Patrick Yip
FinaMetrica Plus
Holdings
Russ Thornton
easily view user activity
WealthTechs
Redkite
Marketing Center platform
Customer Success Platform
timeframes
Andrew Rudd
Client Management System
Social Security Optimizer
Real-time Profile Tracking
Perry Moore
FINRA and SEC technology guidelines
independent portfolio rebalancing software platform
Salesforce Financial Services Cloud
Ellen Smith
WinOps
reporting capabilities
Next Generation Investor Portal
Michael Spellacy
Darren Tedesco
Trade Strategy Visualization
Artificial Intelligence
ClientWorks platform
Steve Dunlap
ActiFi Client Engagement
Junxure CRM
PMC's Quantitative Portfolios
integrated technology
Schwab IMPACT 2013
November 2-4, 2015
enterprise-grade data management platform
Zywave
RIA in a Box
David Canter
Mobile Application
unified wealth management technology
Automated Workflow
Commonwealth Financial Network
Symantec VIP integration
brokerage and custody services
portfolio management process
investment policy statement
OpportunityView™
ETF’s
full lifecycle portfolio management
Risk Number®
Digital Fortress
MoneyTree
VAs
Concierge Service
tax planning
CapGainsValet
J. Kelley Williams, Jr.
OS33 Cloud Desktop platform
Fee Calculation Details
Global Investment Performance Standards
Robert Arnott
Donald Capone
mutual fund capital gains distributions
Walt Bettinger
Blaze Portfolio
MagniPost
technology solutions
AdvisoryWorld Financial Technology
Chicago
Small Businesses
Quadron Data Solutions™
Jenny Richards
Paul Cantrell
Homrich Berg
Russell Leto
EBITDA growth rate
Web App Single Sign On
Marketing Cloud
Customizable Quarterly Investment Review Presentations
TJ Jones
Andrew Stevens
Sonia Rosenbaum
Abby Schneiderman
Realized and Unrealized Gains/Losses
Jonathan Jaranson
FinTech 100
industry related forms
Salesforce.com
Women Investors
Reporting Console for Each Office
Next Generation of Integration
Michael Stier
Darrin Courtney
Artisan and Grendel
Cloud applications
Steve Sanduski
ActiFi software suite
Junxure® CRM
Schwab Independent Advisor Outlook Study
Oauth2 user authentication security
“Robo” Challenge
RIA/Client reletionships
David Fetter
Mobile channel
Unify
Automated workflows
Kirk Hulett
Commonwealth’s Practice360º
Synapse API
advisor and client portals
browser in the cloud
Portfolio Management Processes
investment research platforms
Optimum Market Portfolios
Everplans
Fuse 2014
Digital Fortress Suite
monitoring
Vendor Affinity Program
Bill Good
Laserfiche Connector
conflict-free custody solution
tax-aware trading program
Advisor View
Career Activity Management System
practice management
J. Richard Coe
Sharing
Outlook email archiving
fee elimination
goalgamiPro
Robert Eggebrecht
Doug Harbrecht
My Wall
Warren Mackensen
maintenance of composites
CRM systems
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
Chris Casdia
Smarsh
qualified fiduciary advisors
Jenze Bosma
Paul Polese
Financelogix
hosted archiving solutions
Ebix
web-based applications
Nerd’s Eye View
Marketing Gorilla System
customizable questionnaires
To-Do Lists
Andrew Tognela
Client Marketing Systems, Inc.
Sophie Schmitt
acceptable and unacceptable tolerance standards
rebalance
Joseph Miola
Firm Alerts and Announcements
Informatica
Salesforce1 Customer Platform
Woodrow Levin
Next-Generation Advisor CRM®
TradeWarrior
Ashley Globerman
Cloud Desktop solution
Steven D. Kelly
activity streams
Junxure’s cloud-based CRM/office management solution
portfolio accounting
integration of independent recordkeepers
Schwab Intelligent Integration®
October 13
Florida
David Lyon
mobile connectivity
Unify Cloud Disaster Recovery
automating portfolio management
Krilogy Financial
Community Blog
T. Rowe Price
Built In Token 2-Factor Authentication
portfolio management system
investment screening functionality
Scottrade® Advisor Services Platform
Optional Tax Management
eVestment
Fuse 2014 award
digital marketing hub
monthly compliance checklists
VEO
Bill Laird
Laserfiche Document Management
Connections Console
tax-losses
Advisor View™
Carson Wealth Management Group
practice management solutions
Sherri DuMond
Outsourcing Services
goalgamiPro®
Robert Moore
Doug McPhail
myeDocumentsuite.com
Blu Giant, LLC
manage cash flows
CRM technology
Technology Tools for Today 2014 Conference
Advisor® Xi
Chris Casey
Smarsh My Site
quantitative risk technology
Financial Account Data Technology Platform
Household Balance Sheet
SaaS
Ebix Smart Office
web-based client management software
Marketware International
customized analysis
Client Meeting Support for Advisors
sophisticated computer algorithms
Rebalancer
Joseph Mrak
Pershing LLC
First Rate
InformationWeek 500
eMoney Select system
Wordpress platform
reporting solutions
next-generation wealth management platform
Michelle Smith
data aggregation functionality
Trading Processes
ASI
cloud-based archiving solutions
Stifel
Activity tracking and corporate memory
BranchNet
portfolio accounting service provider
Intelligent Aggregation
Schwab Intelligent Portfolios
Office 365
Envestnet Advisor Summit
FMG Suite
David, Stalnaker
mobile devices
Unify Software
automation software tool
Kyle Hiatt
company performance analysis
Advisor Con
Business Analytics
portfolio management tools
seamless advisor integration
OptionsPlay Score
eVestment Quantum Analytics
Fusion Advisor Workstation
risk profiling questionnaire provider
Digital Marketing Platform
Veo Open Access
Lex Sokolin
content aggregation
Advisor Websites
cash posting
PreciseFP
J.P. Morgan
Sheryl Garrett
packaged web design
Fetter Logic
Google Analytics integration
Downloadable Portfolio Review Reports
downside volatility
Wealth Access Estate Platform 3.0
management fee
CRM User Adoption
tenth annual T3 Technology Conference
Advisor® Xi suite
Chris Momsen
Smarsh Sites
Quantitative Risk Tolerance
Jim McKelvey
Paul West
household-‐level rebalancing
SaaS-based payment processing platform
Echosign
web-based CRM
Redtail Technology CRM
NestEgg Wealth
Martin L. Flanagan
Cutting Edge Auditing
Todd R. Crockett
Ann Haas
Spark
Account Alerts
rebalancing
Joseph Starinsky
Pershing’s Net 360 Technology Channel
Fisher Investments
Innovation Centers
San Diego
eMoney’s emX Select platform
workflow solutions
ReportQ
NFP
Microsoft
data aggregation solutions
Trading Strategy Checklist
asset allocation mappings service
cloud-based billing software
Strategic Advisor
Adhesion
brand-centric theme customization
Portfolio Accounting Solutions
interactive compliance calendar
Schwab Intelligent Portfolios™
Office of the Future
Folio Institutional
Daxs Stadjuhar
mobile forms-filling
Unify’s Cloud VPN
Autopilot
Ladenburg Thalmann Financial Services Inc.
compete against other digital advisors
Advisor Convention October 7-8
business and technology management
portfolio mappings services
InvestmentNews
seamless forms-filling capabilities
Optionsplay®
eVestment Spectrum Analytics
Fusion® Advisor Workstation
Digital Practice Management
Morningstar Advisor
Veo Open AccessSM platform
Bill Stone
LiquidHub
TD Ameritrade Holding Corporation
advisor workflow partnership
CEB TowerGroup
predictive analytical tools
Jackson
Panoramix
Fetterlogic
Google Play
robo advisors
Dr. David Lawrence
Narrator Clients™
BlueSky
The Efficient Practice
Chris Wacker
Smart Form Tool
Quantum
Jim Patrick
PCI-compliant platform
Financial Feed
householded data backbone
Safe by Estate Assist
web-based portfolio management software
Reduce computer sprawl
NetExchange Client
Mary Ellen Whiteman
Cybersecurity
Tom Doherty
Ann Marie Stieler
Client Relationship Management (CRM)
Account Details
rebalancing capability
Josh Brown
Personal Finance Management Application
fixed index annuities
Inside Information
San Diego, CA
eMoney’s wealth management platform
Worldox
required trading and rebalancing
NFP Advisor Services Group
Microsoft Corp
asset gathering
Kanchana Chalia
cloud-based billing tool
Strategic Integrated Online Account Processing
advanced data reporting
BrandYourself.com
Interview
Schwab Intelligent Technologies
Envestnet | Tamarac's Advisor Xi
FolioDynamics
RightSize Solutions
Dean Cook
Mobile Optimization
United Capital
Back Office Solutions
lagging performance duration and timeframe priorities
compliance and security
T3 Advisor Tech Conference
business development metrics
Portfolio Pathway
Investor-Advisor Collaboration
Search Engine Optimization
eVestment Spotlight Analytics
direct online insurance offerings
Morningstar Analyst Rating™
Veo®
Lori Hardwick
Copytalk+
Advisor Xi
Celent
PRNewswire
Jackson app
Panoramix™
Gradient Investments
Robo-Advisers
Dr. Noah Smith
wealth management technology
Narrator™ application builder
Mara Laisson
Cross-business Tracking Routing & Control
The E‐Valuator
Advizr and Orion integration
CIO Review
Smart Office
Questar Capital℠
Joe Duran
Financial Personalities
HTML5 version
Sagacious, Inc.
Ed Butowsky
web-based software portal
RegEd
NetExchange Select
Mary Ferguson
Cybersecurity and Compliance
Tom Embrogno
Anna Curry
client relationship solution
sqope
account management software
Juan Williams
personal financial management
flexibility to scale
Insights on Advice
scalable personal finance data platform
emX
WorthFM
RESTful
Nobel Foundation
data analysis
Microsoft Dynamics CRM
Trizic
AssetBook
Karl Chan
cloud-based CRM platform
Streetscape
advanced wealth planning solutions
Bret Baier
Intraday Integration
Online Account Management
Envestnet’s Advisor Suite®
Rio Hotel & Casino
Mobile Productivity
United Capital Financial Advisors
back-office solutions
Las Vegas
ComplianceQ
Advisor FinTech Hackathon
business intelligence
portfolio risk
Investor360°
search engine optimization tagging
order processing
eWealthManager
Garrett Planning Network
risk tolerance assessment tools
disparate and divergent solutions
Morningstar for Advisors App
verification
Bill Wostoupal
Loring Ward
Copytalk+ Smartphone App
TD Ameritrade Institutional Veo®
Center For Wealth Planning
ProcessEZ
Jackson National Life Insurance Company®
SIFMA/FINRA Cybersecurity Conference
Paperclip
Fidelity Center for Applied Technology
Great Kight
Robo-advisor
paperless client onboarding process
Robo-Shield™
Wealthbase
Nathan Lucius
Maree Moscati
CSIA
The Future of Risk is Here: Enhance Your Value or Perish
Cities Digital
Smarter Prospecting
Quik! Form
Joe Ruzycki
pensions
Human Finance Project
Ed O’ Brien
Wednesday July 22, 2015
registered investment advisors
NetExchange View
Matched Portfolio
Damian Gallina
Annuities + Insurance
Client Risk Assessments
sqopeTM Score
account opening
rebalancing solution
Personal Financial Management (PFM) tool
Flexible Optimizer
INSITE™ 2015 conference
Scalable workflow tools
EMX Platform
X-Ray Reports
Retirement Hub app
data analysis solutions
Mike Capelle
Trust Company of Sterne Agee
Kelly Caffrey
cloud-based IT
advanced workflow tools
Bret Magpiong
portfolio applications
intraday quotes
Schwab OpenView Gateway®
online account opening
Envestnet’s Digital Advisor platform
Forbes
Rio Hotel & Casino in Las Vegas
DecisionCenter
Mobile Scribe Service
up-to-date account data
BakerAvenue Asset Management
compliant ready platform
T3 Conference Anaheim, CA
Advisor Impact
business processing services
Portfolio Snapshot
iPad app
Securities America
Expanded Performance Details for Sample Portfolios
Gemcom
Risk Tolerance Questionnaire
Document Imaging
Vestmark
Cory Haberkorn
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
centralized and tailored user experience
Productivity
Jackson.com
Signix
paperless enrolment
Fidelity Institutional Wealth Services
Greg Vigrass
robust backup features
Dropbox
Wealthbox CRM
National Financial Partners Corp.
Bob Stiess
Marie Swift
curation engines
The Markets
Aggregation
Cities Digital’s MagniMail
SmartOffice
Quik! Forms
John Hancock
Performance
financial planning and client engagement solutions
Ed O’Brien
Wells Fargo Advisors
registration checker tool
Matt Abar
Damon Deru
Tom Kimberly
App expansion
Client Service Monitor
SS&C Technologies
Account opening and commissions
rebalancing workflows
Jud Mackrill
personal financial management platform
instantaneous stress testing
SCANaltyics
normalization
emX’s Vault
XCelent Award
retirement income planning tool
data automation
Mike Ethridge
AssetMark Advisor iPad
cloud-based IT outsourcing
Sugar Ray Leonard
Portfolio Building
intuitive user-experience
Online Account Opening & Transfer
Risk Alignment Platform
Deena Katz
Model Wealth Portfolios
Upside
Balances
Laser App 2015 Financial Services Conference
Composite Holdings Report
T3 Enterprise Conference
Advisor iPad App
business valuation knowledge
PortfolioCenter
IPS AdvisorPro
securities and insurance industries
Orion Advisor Integration
Gemini Alternative Funds
Risk-Balanced Portfolios
Vestmark Manager Marketplace (VMM)
Cory Olson
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
Cetera
Proposal Generation Capabilities
Jackson®
Silanis