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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Unify Software
automation software tool
Online Reporting Dashboard
Fred Tomczyk
BranchNet
Advisor Con
Envestnet Advisor Summit
seamless advisor integration
David, Stalnaker
risk profiling questionnaire provider
Power of Together
iShares
compete against other digital advisors
Veo Open AccessSM platform
Bill Stone
Orion Discover
business and technology management
TD Ameritrade Holding Corporation
advisor workflow partnership
Multi-Asset Class Portfolio Analysis
eVestment Spectrum Analytics
LPL’s Resource Center
Digital Practice Management
robo advisors
ProTracker Software
Jay Jay French
Wealth Access Estate Platform 3.0
Patrick Ambron
Hemant Moore
CEB TowerGroup
tenth annual T3 Technology Conference
Advisor® Xi suite
NaviPlan LEADS
Fetterlogic
Smarsh Sites
downside volatility
SaaS-based payment processing platform
RCS Capital
CRM User Adoption
web-based CRM
Redtail Technology CRM
Impact Technologies Group
Chris Momsen
Todd R. Crockett
Ann Haas
new client electronic on-boarding
Spark
Account Alerts
Echosign
San Diego
Cutting Edge Auditing
workflow solutions
ReportQ
integrated CRM
Trading Strategy Checklist
asset allocation mappings service
Norwood Consulting
Fisher Investments
Strategic Advisor
Adhesion
Mitt Romney
eMoney’s emX Select platform
Schwab Intelligent Portfolios™
Kevin Miller
data aggregation solutions
Investment Income Summary Report
cloud-based billing software
Unify’s Cloud VPN
Autopilot
Open View Gateway
Ft. Lauderdale
brand-centric theme customization
Advisor Convention October 7-8
seamless forms-filling capabilities
Laser App’s Software as a Service (SaaS) platform
Daxs Stadjuhar
PowerAdvisor
ISO
compliance and security
Veo®
Orion Portfolio Reports
George Will
business development metrics
Advisor Xi
multi-block trading
eVestment Spotlight Analytics
Luis Gomez
direct online insurance offerings
Robo-Advisers
psychometric risk tolerance test
Jeff Norris
Copytalk+
BlueSky
Patrick Dempsey
Celent
The Efficient Practice
NaviPlan® financial planning tool
Smart Form Tool
Mark Wilson
Dr. David Lawrence
Safe by Estate Assist
real time balances
John Schobel
web-based portfolio management software
Reduce computer sprawl
Performance Reporting Capabilities
import tool
Chris Wacker
Tom Doherty
Ann Marie Stieler
New Microsoft Dynamics®
Financial Feed
Account Details
Michael M. Carter
San Diego, CA
Junxure Cloud®
Cybersecurity
Worldox
required trading and rebalancing
Integrated CRM Performance Dashboard
Client Relationship Management (CRM)
asset gathering
Note Taking
fixed index annuities
Strategic Integrated Online Account Processing
advanced data reporting
Mobile app
eMoney’s wealth management platform
Schwab Intelligent Technologies
Kevin Paulsen
RightSize Solutions
Portfolio Management and Insurance Management modules
investment management experience
cloud-based billing tool
United Capital
Back Office Solutions
open-architecture platform
FTJ FundChoice
BrandYourself.com
T3 Advisor Tech Conference
MoneyGuideProTM
Envestnet | Tamarac's Advisor Xi
Search Engine Optimization
LaserApp
Dean Cook
risk tolerance assessment tools
PowerShares
iTunes App Stores
ComplianceQ
verification
Bill Wostoupal
Orion’s Client Portal
Global Financial Private Capital
business intelligence
TD Ameritrade Institutional Veo®
multi-user support
eWealthManager
SIFMA/FINRA Cybersecurity Conference
MacroRisk Analytics
disparate and divergent solutions
Robo-advisor
Q-Suite
Copytalk+ Smartphone App
wealth management technology
Patrick Flaherty
High-Performing Firms
Center For Wealth Planning
The E‐Valuator
Advizr and Orion integration
Fidelity Center for Applied Technology
Smart Office
Market Movement Strategies (MMS)
Dr. Noah Smith
Sagacious, Inc.
Real-Time Data
John Vaccaro
Cross-business Tracking Routing & Control
web-based software portal
RegEd
performance reporting software
Income Generator
CIO Review
Tom Embrogno
Anna Curry
Newgate Capital Management
Financial Personalities
sqope
account management software
Ed Butowsky
scalable personal finance data platform
Junxure Cloud® CRM
Cybersecurity and Compliance
WorthFM
RESTful
PIEtech, Inc.,
integrated receivables management
client relationship solution
Trizic
AssetBook
Nova
flexibility to scale
Streetscape
advanced wealth planning solutions
Mobile App 2.0
emX
Kevin Sweet
data analysis
Rio Hotel & Casino
Portfolio Management Consultants
cloud-based CRM platform
United Capital Financial Advisors
back-office solutions
FTNI
Bret Baier
Advisor FinTech Hackathon
MoneyGuidePro®
Envestnet’s Advisor Suite®
search engine optimization tagging
LaserApp Anywhere
DecisionCenter
Risk Tolerance Questionnaire
J. Kelley Williams, Jr.
compliant ready platform
Vestmark
OS33 Cloud Desktop platform
Global Investment Performance Standards
business processing services
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
mutual fund capital gains distributions
Expanded Performance Details for Sample Portfolios
Signix
Maggie Crowley
Document Imaging
Robo-Shield™
Quadron Data Solutions
Cory Haberkorn
Wealthbase
Patrick Yip
Holdings
centralized and tailored user experience
The Future of Risk is Here: Enhance Your Value or Perish
Smarter Prospecting
Marketing Center platform
Real-time Profile Tracking
CSIA
Wednesday July 22, 2015
registered investment advisors
Perry Moore
independent portfolio rebalancing software platform
Cities Digital
Annuities + Insurance
Next Generation Investor Portal
sqopeTM Score
account opening
Michael Spellacy
Ed O’ Brien
Scalable workflow tools
Junxure CRM
Damian Gallina
X-Ray Reports
Retirement Hub app
PMC's Quantitative Portfolios
integrated technology
Client Risk Assessments
Trust Company of Sterne Agee
November 2-4, 2015
Flexible Optimizer
advanced workflow tools
Mobile Application
EMX Platform
Schwab OpenView Gateway®
data analysis solutions
Rio Hotel & Casino in Las Vegas
portfolio management process
investment policy statement
cloud-based IT
up-to-date account data
BakerAvenue Asset Management
OpportunityView™
full lifecycle portfolio management
Bret Magpiong
T3 Conference Anaheim, CA
Advisor Impact
MoneyTree
Envestnet’s Digital Advisor platform
Securities America
securities and insurance industries
Laserfiche Connector
Deena Katz
Risk-Balanced Portfolios
practice management
J. Richard Coe
Composite Holdings Report
Vestmark Manager Marketplace (VMM)
Outlook email archiving
goalgamiPro
business valuation knowledge
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
My Wall
Silanis
MagniPost
robust backup features
Quadron Data Solutions™
Jenny Richards
Cory Olson
Wealthbox CRM
Bob Stiess
Paul Cantrell
Homrich Berg
Cetera
The Markets
Aggregation
Fidelity Institutional Wealth Services
SmartOffice
Marketing Cloud
Dropbox
Realized and Unrealized Gains/Losses
Jonathan Jaranson
curation engines
Wells Fargo Advisors
registration checker tool
industry related forms
Cities Digital’s MagniMail
Tom Kimberly
App expansion
Next Generation of Integration
financial planning and client engagement solutions
SS&C Technologies
Account opening and commissions
Michael Stier
Ed O’Brien
SCANaltyics
Junxure® CRM
Damon Deru
XCelent Award
retirement income planning tool
Client Service Monitor
AssetMark Advisor iPad
Oauth2 user authentication security
Sugar Ray Leonard
Mobile channel
emX’s Vault
Kirk Hulett
data automation
Risk Alignment Platform
Portfolio Management Processes
investment research platforms
cloud-based IT outsourcing
Upside
Balances
Optimum Market Portfolios
Fuse 2014
T3 Enterprise Conference
Advisor iPad App
monitoring
Security
Laserfiche Document Management
Dennis Fox
practice management solutions
composite performance reporting
Outsourcing Services
goalgamiPro®
business valuations
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
myeDocumentsuite.com
External IT Cloud Desktop
maintenance of composites
Document Processing
robust technology capabilities
qualified fiduciary advisors
Jenze Bosma
Cost Basis
Wealthcare Capital Management
Bob Veres
Paul Polese
hosted archiving solutions
Cetera Financial Group
the Practice
AICPA
Nerd’s Eye View
SMAs
Marketing Gorilla System
Duane D’Orazio
Salentica’s Data Broker
rebalance
Joseph Miola
custodial data file import process
Wes Stillman
regulatory compliance
Informatica
CitiMortgage
Next-Generation Advisor CRM®
SS&C Technologies Holdings
account rebalancing software
EDGAR filing agent
SCANalytics
Junxure’s cloud-based CRM/office management solution
Dan Arnold
XLR8
portfolio accounting
integration of independent recordkeepers
client-facing analytical and proposal tool
TRX Edge
Atlanta
October 13
Florida
SugarCRM
mobile connectivity
end-of-life plan
Schwab OpenView MarketSquare®
Krilogy Financial
Data Cloud (Jigsaw)
Risk Analysis
portfolio management system
investment screening functionality
cloud-based platform
Upside Advisor
Barrett Ayers
Optional Tax Management
Fuse 2014 award
Brett Thorne
Advisor Office
monthly compliance checklists
Eric Jardine
error checking
Lex Sokolin
Denny Bottorff
Riskalyze and RetireUp Integration Demo
PreciseFP
J.P. Morgan
Composite Portfolio Review
Vestorly solution
packaged web design
Google Analytics integration
ByAllAccountsSM
TD Ameritrade National LINC Conference
AdvisorQ
External IT's Cloud Desktop
Simon Sinek
manage cash flows
document storage software-as-a-service
Rocaton Advisors
quantitative risk technology
cost-efficient beta exposure
WealthCentral
Bobby Yazdani
Household Balance Sheet
Chad Blythe
The Retirement Hub
Fidelity Investments®
Social Analytics
Marketware International
Dynamic Rebalancing
Sales Cloud
Rebalancer
Joseph Mrak
Custodial Data Integrations
Weston
regulatory compliance services and technology
Pershing LLC
InformationWeek 500
client acquisition
Tom Schildhauer
AppHub
next-generation wealth management platform
financial planning technology
SS&C Technologies Holdings, Inc.
account servicing
Michelle Smith
Dan Brownell
Retirement Plan Network
portfolio accounting service provider
Intelligent Aggregation
Client-facing technology
turnkey data science solutions
Attribution Analysis
Office 365
FMG Suite
Suhail Ali
Advent Custodial Data
mobile devices
end-‐to-‐end portfolio management
Schwab OpenView Mobile
Kyle Hiatt
data management solutions
risk engineering
portfolio management tools
cloud-based portfolio management
Uri Pomerantz
basic client interaction
OptionsPlay Score
Fusion Advisor Workstation
Brian A. Davis
TA Associates
Advisor Office platform
Morningstar Advisor
eSignature Capabilities
service alerts
LiquidHub
Depository Trust and Clearing Corporation
Riskalyze Autopilot
predictive analytical tools
Jackson
CompositeBuilder
Panoramix
Google Play
CAIS
TD Ameritrade's VEO
FA Insight
single sign-on integration
management fee
Docupace
Quantitative Risk Tolerance
Jim McKelvey
Council Capital
Bonaventure Resort and Spa
Paul West
household-‐level rebalancing
Chad Centorbi
The Tarbox Group, Inc.
Albridge Solutions
NestEgg Wealth
Fidelity®'s New Wealthcentral® Technology Bundle
social collaboration
1-to-1 client relationships
Martin L. Flanagan
rebalancing
Joseph Starinsky
Westport Resources
Rehmann
Pershing’s Net 360 Technology Channel
Innovation Centers
Client communications management
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
NFP
financial planning tool
accounting software
Microsoft
Edward Jones
Dan Hunt
XTRAC App
RetireRisk
Portfolio Accounting Solutions
interactive compliance calendar
Client360º
two-factor authentication
Audit Management
Office of the Future
Folio Institutional
Advent Direct
mobile forms-filling
Enhanced Capital Partners
Schwab Performance Technologies®
Ladenburg Thalmann Financial Services Inc.
data protection
Risk Management
portfolio mappings services
InvestmentNews
cloud-based solutions
user-friendly programing
BD Equalizer
Optionsplay®
Fusion® Advisor Workstation
Tamarac Advisor® Xi
Advisor Pro platform
Morningstar Analyst Rating™
Estate Assist
Service Cloud
Lori Hardwick
detailed financial planning
PRNewswire
Jackson app
comprehensive portfolio management
Video conferencing
Black Diamond platform
Panoramix™
Gradient Investments
CAM
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
Narrator Clients™
Farshad Ghaffari
single-sign on capability
Docupace ePACS®
Ron Huddleston
Quantum
Jim Patrick
couple’s report
Wealthminder Seed Capital
Branch Audit Consulting
PCI-compliant platform
householded data backbone
Chapwood Investments
Third-Party Technology Integrations
Allen Eickelberg
NetExchange Client
Fidelity’s Technology and Operations Consulting
2015 Peter L. Bernstein Award
Mary Ellen Whiteman
eAdvisor
rebalancing capability
Josh Brown
Custodian
Whitepaper
relationship solutions
Personal Finance Management Application
Inside Information
Client Data Automation
application program interface (API)
NFP Advisor Services Group
Financial Transmission Network Inc.
AccountQ™
Microsoft Corp
Efficient Technology
Kanchana Chalia
Dan Santner
Interview
Audit Technology
FolioDynamics
Mobile Optimization
enhanced client communication
Schwab’s 2013 RIA Benchmarking Study
lagging performance duration and timeframe priorities
Data-Driven Insights
risk management characteristics
Portfolio Pathway
Investor-Advisor Collaboration
CLS Investments
Behavioral Finance
Brian Semitekol
Tamarac's Advisor® Xi
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
Morningstar for Advisors App
estate management
services and support for RIAs
Loring Ward
Digital Advice
RiXtrema's Portfolio Crash Test
ProcessEZ
Jackson National Life Insurance Company®
comprehensive trading solutions
Vincent Guyaux
Black Diamond®
Paperclip
Great Kight
CAM System
TDA
Narrator™ application builder
single-sign on functionality
Mara Laisson
Docupace Technologies
Roy Burns
Questar Capital℠
Joe Duran
Craig Smith
HTML5 version
Tim Ramza
Amanda Steinberg
NetExchange Select
Figlo
social media integrations
2015 Veo® Integrated Awards
Mary Ferguson
EAI
Salesforce CRM
Juan Williams
Custom Cloud (Force.com)
Will Bressman
Relius Adminstration
personal financial management
Insights on Advice
client database portal
Total Rebalance Expert (TRX)
application programming interface
Nobel Foundation
FinFolio
Stark & Stark
Accounts and Fact Sheets for Investments
Microsoft Dynamics CRM
Electronic Signing
Schwab Advisor Services’
Karl Chan
yHLsoft
Intraday Integration
Clients & Portfolios
Ultra High Net Worth
auditable workflow and document management technology
Online Account Management
SunGard’s WealthStation
Mobile Productivity
enhanced mutual funds order management
SciQ Insights
Las Vegas
DataPro
risk management platform
portfolio risk
Investor360°
CNN Money
Vanare | NestEgg
Ben Francois
order processing
Garrett Planning Network
Brian Stimpfl
Tax Efficient Drawdown
ETF OneSource participants
Shane Bingham
Rob Cirrotti
Productivity
Jackson.com
computer-based modeling system
Vladimir Baranov
Black Diamond℠
paperless client onboarding process
Cameron Routh
Advisors Assistant’s CRM
Nathan Lucius
SixThirty
Maree Moscati
Run Smarter®
Quik! Form
Joe Ruzycki
create and manage portfolios
WealthStation CompAct
Redhawk Wealth Advisors
pensions
Human Finance Project
Tim Welsh
Analytics Cloud
NetExchange View
filter and cross reference data
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Matched Portfolio
Earnings Potential
Salesforce data migrator
rebalancing solution
customer acquisition
William Faulkner
Report Builder
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
client engagement
Total Technology Platform
Arcons Technology
FinFolio’s Portfolio Management Software
State Income Tax Calculator
ACH origination
Mike Capelle
eliminating selected fees
Schwab Advisor Services’ SOLUTIONS®
Kelly Caffrey
Daniel Inveen
RIA advisor platform
portfolio applications
intraday quotes
ClientView Client Portal
unified cloud computing solutions
Automate Client Marketing
online account opening
Forbes
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Mobile Scribe Service
enrollment platform
Scivantage
risk modeling
Portfolio Snapshot
iPad app
Cohesive Client Management Process
Benjamin Birken
Gemcom
Orion Advisor Integration
Gemini Alternative Funds
Broker Dealers
Tax Lot information
Advisor Software, Inc.
Shannon Dempsey
digital financial solutions
Robb Baldwin
Proposal Generation Capabilities
Jackson®
Concenter Services
Wall Street Journal
Black Diamond℠ platform
paperless enrolment
Greg Vigrass
Canterbury Consulting
Technology adoption
Advisory World
National Financial Partners Corp.
February 4, 2015
SixThirty FinTech Accelerator
Marie Swift
Dominey Stewart
Rushmore Advisor Services
Quik! Forms
John Hancock
credit card processing
WealthStation Financial Planning
Performance
Charles Sizemore
time-effective onboarding experience
Andrew Rogers
Social Security Analyzer
Aaron Guidotti
Matt Abar
EarningsQ
Salesforce Financial Service Cloud Integration
rebalancing workflows
Jud Mackrill
Windows™ PowerShell
reporting
personal financial management platform
instantaneous stress testing
client feedback
Touch functionality
ARKON
normalization
FinFolio’s WorkStation
state‐of‐the‐art forms-filling technology
Mike Ethridge
Eliza De Pardo
Schwab Advisory Services
RIA Benchmarking Study
Portfolio Building
intuitive user-experience
ClientWorks
unified managed account
automated portfolio management
Online Account Opening & Transfer
Sustainable Retirement Income
Model Wealth Portfolios
Enterprise Content Management Software
Scott Parry
Laser App 2015 Financial Services Conference
PortfolioCenter
IPS AdvisorPro
Collaboration Cloud (Chatter)
variable annuities
Best Technology for a Vertical CRM