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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Denny Bottorff
SugarCRM
Client Meeting Support for Advisors
Kevin Crowe
Schwab OpenView MarketSquare®
Portfolio Construction Tool
Investigo
Risk Analysis
online client engagement
Fox Financial Planning
External IT's Cloud Desktop
Upside Advisor
Barrett Ayers
data aggregation functionality
Modestpark
document storage software-as-a-service
Advisor Office
cloud-based archiving solutions
BranchNet
Security
position data
iReach
Positions
iRebal
Riskalyze and RetireUp Integration Demo
Orion Business Intelligence
Gen X/Y
Fidelity®'s New Wealthcentral® Technology Bundle
Vestorly solution
Morningstar® Advisor WorkstationSM
TD Ameritrade National LINC Conference
AdvisorQ
compete against other digital advisors
LPL Focus 2015
business and technology management
Simon Sinek
ProTracker Advantage
Jason Roberts
Rocaton Advisors
Park City, Utah
Guide Financial Technologies
financial planning tool
WealthCentral
Bobby Yazdani
Naureen Hassan
Edward Jones
The Retirement Hub
Mark Casady
Social Analytics
CEB TowerGroup
Raj Udeshi
John Ndege
Sales Cloud
performance expectations
IEC
Weston
regulatory compliance services and technology
NetXInvestor
Enhanced Capital Partners
Tom Schildhauer
AppHub
CRM User Adoption
Matt O’Brien
data protection
SS&C Technologies Holdings, Inc.
account servicing
Chris Momsen
Insurance and Securities verticals
Retirement Plan Network
NorthStar
eSignature Capabilities
turnkey data science solutions
Attribution Analysis
Cutting Edge Auditing
Mike Walsh
Depository Trust and Clearing Corporation
Suhail Ali
Advent Custodial Data
Kevin Knull
Schwab OpenView Mobile
Portfolio Crash Test solution
investment advice
risk engineering
online practice management platform
Fox Financial Planning Network
FA Insight
Uri Pomerantz
basic client interaction
data aggregation solutions
modify portfolio exposures
Docupace
TA Associates
Advisor Office platform
cloud-based billing software
Laser App Enterprise
brand-centric theme customization
BrandYourself.com
service alerts
POWER
iRebal®
Riskalyze Autopilot
Gentech
Fidelity’s Technology and Operations Consulting
Morningstar® Portfolio X-Ray®
eAdvisor
TD Ameritrade's VEO
compliance and security
LPL Focus Conference
business development metrics
single sign-on integration
ProTracker Cloud
Jason Wenk
Gustav Karner
Financial Transmission Network Inc.
Bonaventure Resort and Spa
NaviPlan
Efficient Technology
The Tarbox Group, Inc.
Albridge Solutions
Copytalk+
Mark Engelhardt
social collaboration
1-to-1 client relationships
Celent
John Norwood
Performance Measurement
Impact Communications
Westport Resources
Rehmann
NetXInvestor®
enhanced client communication
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
Maureen Duff
Data-Driven Insights
accounting software
Chris Wacker
Phil Sorgen
integrated cloud based technology
XTRAC App
RetireRisk
Estate Assist
two-factor authentication
Audit Management
Cybersecurity
mitigate risk
detailed financial planning
Advent Direct
Client Relationship Management (CRM)
Kevin Kraus
Schwab Performance Technologies®
Portfolio Crash Testing
Investment Advisors Workflow
Risk Management
Online Reporting Dashboard
Fred Tomczyk
Farshad Ghaffari
user-friendly programing
BD Equalizer
Docupace ePACS®
Tamarac Advisor® Xi
Advisor Pro platform
cloud-based billing tool
Bret Baier
Service Cloud
Power of Together
iShares
Orion Discover
Figlo
Video conferencing
Black Diamond platform
Multi-Asset Class Portfolio Analysis
EAI
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
ComplianceQ
LPL’s Resource Center
business intelligence
single-sign on capability
ProTracker Software
Jay Jay French
Ron Huddleston
Patrick Ambron
Hemant Moore
FinFolio
Wealthminder Seed Capital
Branch Audit Consulting
NaviPlan LEADS
Electronic Signing
Third-Party Technology Integrations
Allen Eickelberg
Copytalk+ Smartphone App
2015 Peter L. Bernstein Award
Center For Wealth Planning
RCS Capital
Impact Technologies Group
Whitepaper
relationship solutions
new client electronic on-boarding
enhanced mutual funds order management
application program interface (API)
Cross-business Tracking Routing & Control
DataPro
AccountQ™
CIO Review
integrated CRM
Norwood Consulting
estate management
Audit Technology
Cybersecurity and Compliance
Mitt Romney
Digital Advice
client relationship solution
Kevin Miller
Schwab’s 2013 RIA Benchmarking Study
Investment Income Summary Report
risk management characteristics
Open View Gateway
Ft. Lauderdale
Behavioral Finance
Docupace Technologies
Tamarac's Advisor® Xi
cloud-based CRM platform
Laser App’s Software as a Service (SaaS) platform
Bret Magpiong
services and support for RIAs
PowerAdvisor
ISO
RiXtrema's Portfolio Crash Test
Orion Portfolio Reports
George Will
filter and cross reference data
Vincent Guyaux
Black Diamond®
multi-block trading
Earnings Potential
TDA
compliant ready platform
Luis Gomez
business processing services
single-sign on functionality
psychometric risk tolerance test
Jeff Norris
Roy Burns
Patrick Dempsey
FinFolio’s Portfolio Management Software
NaviPlan® financial planning tool
eliminating selected fees
Tim Ramza
Amanda Steinberg
Cory Haberkorn
Mark Wilson
social media integrations
2015 Veo® Integrated Awards
centralized and tailored user experience
real time balances
John Schobel
Salesforce CRM
Performance Reporting Capabilities
import tool
Will Bressman
Relius Adminstration
New Microsoft Dynamics®
enrollment platform
Total Rebalance Expert (TRX)
application programming interface
CSIA
Michael M. Carter
Stark & Stark
Accounts and Fact Sheets for Investments
Cities Digital
Junxure Cloud®
Schwab Advisor Services’
Integrated CRM Performance Dashboard
yHLsoft
Note Taking
ETF OneSource participants
Ultra High Net Worth
auditable workflow and document management technology
Damian Gallina
Mobile app
SunGard’s WealthStation
Client Risk Assessments
Kevin Paulsen
SciQ Insights
Portfolio Management and Insurance Management modules
investment management experience
risk management platform
open-architecture platform
FTJ FundChoice
Vanare | NestEgg
Ben Francois
MoneyGuideProTM
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
cloud-based IT
LaserApp
Shane Bingham
PowerShares
iTunes App Stores
Rob Cirrotti
Orion’s Client Portal
Global Financial Private Capital
Vladimir Baranov
Black Diamond℠
multi-user support
EarningsQ
Advisors Assistant’s CRM
Composite Holdings Report
MacroRisk Analytics
business valuation knowledge
SixThirty
Q-Suite
Run Smarter®
Patrick Flaherty
High-Performing Firms
FinFolio’s WorkStation
WealthStation CompAct
Redhawk Wealth Advisors
Eliza De Pardo
Tim Welsh
Analytics Cloud
Cory Olson
Market Movement Strategies (MMS)
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Cetera
Real-Time Data
John Vaccaro
Salesforce data migrator
performance reporting software
Income Generator
William Faulkner
Report Builder
Newgate Capital Management
Enterprise Content Management Software
Total Technology Platform
Arcons Technology
curation engines
State Income Tax Calculator
ACH origination
Cities Digital’s MagniMail
Junxure Cloud® CRM
Schwab Advisor Services’ SOLUTIONS®
PIEtech, Inc.,
integrated receivables management
RIA advisor platform
Nova
unified cloud computing solutions
Automate Client Marketing
Damon Deru
Mobile App 2.0
digital financial solutions
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Client Service Monitor
Kevin Sweet
Scivantage
Portfolio Management Consultants
risk modeling
FTNI
February 4, 2015
Benjamin Birken
MoneyGuidePro®
Dominey Stewart
Tax Efficient Drawdown
cloud-based IT outsourcing
LaserApp Anywhere
cloud-based platform
Brett Thorne
Shannon Dempsey
J. Kelley Williams, Jr.
Robb Baldwin
OS33 Cloud Desktop platform
Global Investment Performance Standards
FinaMetrica Plus
Wall Street Journal
Black Diamond℠ platform
mutual fund capital gains distributions
easily view user activity
Technology adoption
Advisory World
composite performance reporting
Maggie Crowley
business valuations
SixThirty FinTech Accelerator
Quadron Data Solutions
Rushmore Advisor Services
Patrick Yip
Holdings
FINRA and SEC technology guidelines
WealthStation Financial Planning
Ellen Smith
time-effective onboarding experience
Andrew Rogers
Cost Basis
Marketing Center platform
Social Security Analyzer
Aaron Guidotti
Cetera Financial Group
Real-time Profile Tracking
Salesforce Financial Service Cloud Integration
Perry Moore
independent portfolio rebalancing software platform
Windows™ PowerShell
reporting
Next Generation Investor Portal
enterprise-grade data management platform
Touch functionality
ARKON
custodial data file import process
Michael Spellacy
David Canter
state‐of‐the‐art forms-filling technology
CitiMortgage
Junxure CRM
Schwab Advisory Services
PMC's Quantitative Portfolios
integrated technology
RIA Benchmarking Study
November 2-4, 2015
ETF’s
unified managed account
automated portfolio management
Dan Arnold
Mobile Application
Digital Fortress
Sustainable Retirement Income
client-facing analytical and proposal tool
Scott Parry
portfolio management process
investment policy statement
OpportunityView™
full lifecycle portfolio management
Fee Calculation Details
variable annuities
Best Technology for a Vertical CRM
MoneyTree
Donald Capone
Tax Lot information
Advisor Software, Inc.
tax planning
cloud-based portfolio management
Laserfiche Connector
Brian A. Davis
practice management
J. Richard Coe
Robert Arnott
Outlook email archiving
goalgamiPro
Walt Bettinger
Blaze Portfolio
My Wall
EBITDA growth rate
Technology Integrations
Composite Portfolio Review
MagniPost
ByAllAccountsSM
Quadron Data Solutions™
Jenny Richards
Russ Thornton
Paul Cantrell
Homrich Berg
FinTech 100
WealthTechs
Redkite
timeframes
Andrew Rudd
cost-efficient beta exposure
Marketing Cloud
Social Security Optimizer
Chad Blythe
Realized and Unrealized Gains/Losses
Jonathan Jaranson
Salesforce Financial Services Cloud
industry related forms
WinOps
reporting capabilities
Next Generation of Integration
Trade Strategy Visualization
Artificial Intelligence
Custodial Data Integrations
Michael Stier
David Fetter
Steve Dunlap
ActiFi Client Engagement
client acquisition
Junxure® CRM
Schwab IMPACT 2013
Zywave
RIA in a Box
Oauth2 user authentication security
Everplans
unified wealth management technology
Automated Workflow
Dan Brownell
Mobile channel
Digital Fortress Suite
Symantec VIP integration
Client-facing technology
Kirk Hulett
Portfolio Management Processes
investment research platforms
Risk Number®
Optimum Market Portfolios
Fuse 2014
fee elimination
VAs
monitoring
Doug Harbrecht
tax-aware trading program
Advisor View
cloud-based solutions
Laserfiche Document Management
Sharing
practice management solutions
Robert Eggebrecht
Outsourcing Services
goalgamiPro®
Financelogix
Warren Mackensen
myeDocumentsuite.com
Ebix
technology solutions
AdvisoryWorld Financial Technology
CompositeBuilder
maintenance of composites
Small Businesses
CAIS
qualified fiduciary advisors
Jenze Bosma
Russell Leto
Paul Polese
hosted archiving solutions
Firm Alerts and Announcements
Web App Single Sign On
Nerd’s Eye View
TJ Jones
Andrew Stevens
Council Capital
Marketing Gorilla System
Sonia Rosenbaum
Abby Schneiderman
Chad Centorbi
rebalance
Joseph Miola
Salesforce.com
Informatica
Women Investors
Reporting Console for Each Office
Next-Generation Advisor CRM®
Artisan and Grendel
David Lyon
Steve Sanduski
ActiFi software suite
Client communications management
Junxure’s cloud-based CRM/office management solution
Schwab Independent Advisor Outlook Study
portfolio accounting
integration of independent recordkeepers
“Robo” Challenge
RIA/Client reletionships
October 13
Florida
eVestment
Unify
Automated workflows
Dan Hunt
mobile connectivity
digital marketing hub
Synapse API
advisor and client portals
Client360º
Krilogy Financial
portfolio management system
investment screening functionality
Optional Tax Management
Fuse 2014 award
Vendor Affinity Program
Bill Good
monthly compliance checklists
Doug McPhail
Downloadable Portfolio Review Reports
tax-losses
Advisor View™
CLS Investments
Lex Sokolin
Brian Semitekol
Sherri DuMond
PreciseFP
J.P. Morgan
Robert Moore
packaged web design
Google Analytics integration
Financial Account Data Technology Platform
Ebix Smart Office
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
comprehensive portfolio management
manage cash flows
Smarsh
CAM
quantitative risk technology
Household Balance Sheet
First Rate
web-based applications
eMoney Select system
To-Do Lists
Andrew Tognela
couple’s report
Marketware International
Sophie Schmitt
acceptable and unacceptable tolerance standards
Chapwood Investments
Rebalancer
Joseph Mrak
Salesforce1 Customer Platform
Pershing LLC
InformationWeek 500
Woodrow Levin
next-generation wealth management platform
Envestnet Advisor Summit
TradeWarrior
Ashley Globerman
Custodian
Michelle Smith
David, Stalnaker
Steven D. Kelly
activity streams
Client Data Automation
Schwab Intelligent Integration®
portfolio accounting service provider
Intelligent Aggregation
Office 365
FMG Suite
eVestment Quantum Analytics
Unify Cloud Disaster Recovery
automating portfolio management
Dan Santner
mobile devices
Digital Marketing Platform
T. Rowe Price
Kyle Hiatt
Scottrade® Advisor Services Platform
portfolio management tools
OptionsPlay Score
Fusion Advisor Workstation
Fetter Logic
VEO
Bill Laird
Morningstar Advisor
downside volatility
Advisor Websites
CNN Money
LiquidHub
Sheryl Garrett
predictive analytical tools
Jackson
Panoramix
Google Play
Blu Giant, LLC
Echosign
Technology Tools for Today 2014 Conference
Advisor® Xi
comprehensive trading solutions
management fee
Smarsh My Site
CAM System
Quantitative Risk Tolerance
Jim McKelvey
SaaS
Paul West
household-‐level rebalancing
Fisher Investments
web-based client management software
NestEgg Wealth
eMoney’s emX Select platform
Craig Smith
Martin L. Flanagan
sophisticated computer algorithms
rebalancing
Joseph Starinsky
Pershing’s Net 360 Technology Channel
Innovation Centers
Wordpress platform
reporting solutions
NFP
Trading Processes
ASI
Custom Cloud (Force.com)
Microsoft
Daxs Stadjuhar
Stifel
Activity tracking and corporate memory
client database portal
Schwab Intelligent Portfolios
Portfolio Accounting Solutions
interactive compliance calendar
Office of the Future
Folio Institutional
eVestment Spectrum Analytics
Unify Software
automation software tool
mobile forms-filling
Digital Practice Management
Advisor Con
Clients & Portfolios
Ladenburg Thalmann Financial Services Inc.
seamless advisor integration
portfolio mappings services
InvestmentNews
risk profiling questionnaire provider
Optionsplay®
Fusion® Advisor Workstation
Fetterlogic
Veo Open Access
Veo Open AccessSM platform
Bill Stone
Morningstar Analyst Rating™
Dr. David Lawrence
TD Ameritrade Holding Corporation
advisor workflow partnership
Cohesive Client Management Process
Lori Hardwick
Brian Stimpfl
PRNewswire
Jackson app
robo advisors
Panoramix™
Gradient Investments
Financial Feed
Wealth Access Estate Platform 3.0
Narrator Clients™
tenth annual T3 Technology Conference
Advisor® Xi suite
computer-based modeling system
Smarsh Sites
Cameron Routh
Quantum
Jim Patrick
SaaS-based payment processing platform
PCI-compliant platform
householded data backbone
fixed index annuities
web-based CRM
Redtail Technology CRM
NetExchange Client
eMoney’s wealth management platform
Todd R. Crockett
Ann Haas
create and manage portfolios
Mary Ellen Whiteman
Spark
Account Alerts
rebalancing capability
Josh Brown
San Diego
Personal Finance Management Application
Inside Information
workflow solutions
ReportQ
NFP Advisor Services Group
Envestnet | Tamarac's Advisor Xi
Trading Strategy Checklist
asset allocation mappings service
customer acquisition
Microsoft Corp
Dean Cook
Strategic Advisor
Adhesion
client engagement
Kanchana Chalia
Schwab Intelligent Portfolios™
Interview
FolioDynamics
eVestment Spotlight Analytics
Unify’s Cloud VPN
Autopilot
Daniel Inveen
Mobile Optimization
direct online insurance offerings
Advisor Convention October 7-8
ClientView Client Portal
lagging performance duration and timeframe priorities
seamless forms-filling capabilities
Portfolio Pathway
Investor-Advisor Collaboration
Fidelity Center for Applied Technology
Veo®
Morningstar for Advisors App
Dr. Noah Smith
Advisor Xi
Collaboration Cloud (Chatter)
Loring Ward
Broker Dealers
ProcessEZ
Jackson National Life Insurance Company®
Robo-Advisers
Paperclip
Great Kight
Financial Personalities
BlueSky
Narrator™ application builder
Ed Butowsky
The Efficient Practice
Concenter Services
Mara Laisson
Smart Form Tool
Canterbury Consulting
Questar Capital℠
Joe Duran
Safe by Estate Assist
HTML5 version
flexibility to scale
web-based portfolio management software
Reduce computer sprawl
NetExchange Select
emX
Tom Doherty
Ann Marie Stieler
credit card processing
Mary Ferguson
data analysis
Account Details
Charles Sizemore
Juan Williams
San Diego, CA
personal financial management
Insights on Advice
Worldox
required trading and rebalancing
Nobel Foundation
Envestnet’s Advisor Suite®
asset gathering
Microsoft Dynamics CRM
Strategic Integrated Online Account Processing
advanced data reporting
client feedback
Karl Chan
Schwab Intelligent Technologies
Intraday Integration
RightSize Solutions
Online Account Management
eWealthManager
United Capital
Back Office Solutions
Mobile Productivity
disparate and divergent solutions
T3 Advisor Tech Conference
ClientWorks
Las Vegas
Search Engine Optimization
portfolio risk
Investor360°
order processing
Garrett Planning Network