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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Strategic Advisor
service alerts
National Financial Partners Corp.
February 4, 2015
Automated workflows
Riskalyze Autopilot
Marie Swift
Dominey Stewart
advisor and client portals
Quik! Forms
John Hancock
credit card processing
Unify’s Cloud VPN
Performance
Charles Sizemore
Performance Center
IBackup®
check scanning
T3 Advisor Tech Conference
single-sign on capability
FinaMetrica Plus
Bill Laird
Ron Huddleston
Matt Crisp
easily view user activity
Advisor View™
Redhawk
Julie Littlechild
Customer Success Platform
Veo®
Pete Hess
Institutional Intelligent Portfolios™
Client Management System
Northern Lights Compliance Services
FINRA and SEC technology guidelines
Ellen Smith
AdvisoryWorld HoldingScan Report for Households
relationship solutions
Kevin Cimring
Darren Tedesco
portfolio construction capabilities
Invesco
ClientWorks platform
The Efficient Practice
online advisor-client collaboration
forms library
Smart Form Tool
Modern Portfolio Theory
enterprise-grade data management platform
Andrew Tognela
Laser App Advisor Con 2015
David Canter
web-based portfolio management software
acceptable and unacceptable tolerance standards
PortfolioCenter®
IPSAdvisorPro
Commonwealth Financial Network
Tom Doherty
Gemini Fund Services
brokerage and custody services
Schwab’s 2013 RIA Benchmarking Study
Morningstar, Inc.
ETF’s
Ashley Globerman
risk management characteristics
LPL Financial Holdings
Digital Fortress
Worldox
activity streams
Proposal Tool for Chapwood Investments
James Carney
Concierge Service
paperless onboarding
Gregg Klein
CapGainsValet
Strategic Integrated Online Account Processing
Service Cloud
Nationwide
Fee Calculation Details
automating portfolio management
Mario Canas
Donald Capone
John Mackowiak
United Capital
Performance Dashboard and Client Reporting Engine
IBDs
Chicago
single-sign on functionality
Roy Burns
Matt Nelson
EBITDA growth rate
Advisor Websites
Juney Ham
Customizable Quarterly Investment Review Presentations
verification
Peter Intraligi
inStream Solutions
TD Ameritrade Institutional Veo®
Northern Lights Distributors
FinTech 100
Blu Giant, LLC
Salesforce CRM
Mike Phillips
Advisor® Xi
Relius Adminstration
Kevin Crowe
Darrin Courtney
wealth management technology
Portfolio Construction Tool
Investigo
Cloud applications
The E‐Valuator
online client engagement
Fox Financial Planning
Smart Office
Schwab Advisor Services’
Modestpark
David Fetter
web-based software portal
position data
iReach
Commonwealth’s Practice360º
Tom Embrogno
Gemini Hedge Fund Services
browser in the cloud
sqope
SciQ Insights
Morningstar®
Everplans
ASI
risk management platform
LPL Financial LLC
Digital Fortress Suite
WorthFM
Activity tracking and corporate memory
ProTracker
James Poer
conflict-free custody solution
Trizic
paperless processing systems
Career Activity Management System
Streetscape
services and support for RIAs
Natural Language Processing
fee elimination
automation software tool
RiXtrema's Portfolio Crash Test
Mark Balasa
Doug Harbrecht
Advisor Con
Radar
John McArthur
United Capital Financial Advisors
up-to-date account data
performance expectations
IEC
Chris Casdia
T3 Conference Anaheim, CA
SixThirty
NetXInvestor
Financelogix
Bill Stone
Run Smarter®
Matt O’Brien
Ebix
advisor workflow partnership
Redhawk Wealth Advisors
customizable questionnaires
Vestmark
Insurance and Securities verticals
Client Marketing Systems, Inc.
TD Ameritrade Institutional's Veo®
NorthStar
Firm Alerts and Announcements
Salesforce data migrator
Mike Walsh
Advisor® Xi suite
Report Builder
Kevin Knull
Wealthbase
Portfolio Crash Test solution
investment advice
Cloud Desktop solution
The Future of Risk is Here: Enhance Your Value or Perish
online practice management platform
Fox Financial Planning Network
Smarter Prospecting
Schwab Advisor Services’ SOLUTIONS®
modify portfolio exposures
Ann Haas
RIA advisor platform
Laser App Enterprise
David Lyon
Wednesday July 22, 2015
Account Alerts
Positions
iRebal
Community Blog
Orion Business Intelligence
Gen X/Y
Built In Token 2-Factor Authentication
sqopeTM Score
Scivantage
Morningstar® Advisor WorkstationSM
eVestment
asset allocation mappings service
risk modeling
LPL Focus 2015
digital marketing hub
X-Ray Reports
Adhesion
ProTracker Advantage
Jason Roberts
Connections Console
Trust Company of Sterne Agee
Park City, Utah
Guide Financial Technologies
Carson Wealth Management Group
Shane Bingham
Naureen Hassan
Autopilot
Rob Cirrotti
Mark Casady
Doug McPhail
Advisor Convention October 7-8
Raj Udeshi
John Ndege
CRM systems
CRM technology
Upside
Performance Measurement
Impact Communications
Chris Casey
T3 Enterprise Conference
SixThirty FinTech Accelerator
NetXInvestor®
Financial Account Data Technology Platform
Rushmore Advisor Services
Maureen Duff
Ebix Smart Office
Advisor Xi
customized analysis
Vestmark Manager Marketplace (VMM)
Phil Sorgen
integrated cloud based technology
Client Meeting Support for Advisors
TD Ameritrade Institutional’s Veo Open Access platform
First Rate
BlueSky
Salesforce Financial Service Cloud Integration
mitigate risk
eMoney Select system
reporting
Kevin Kraus
data aggregation functionality
Wealthbox CRM
Portfolio Crash Testing
Investment Advisors Workflow
cloud-based archiving solutions
The Markets
Online Reporting Dashboard
Fred Tomczyk
BranchNet
SmartOffice
Schwab Advisory Services
Envestnet Advisor Summit
Ann Marie Stieler
RIA Benchmarking Study
David, Stalnaker
Wells Fargo Advisors
Account Details
POWER
iRebal®
company performance analysis
Tom Kimberly
Gentech
Business Analytics
SS&C Technologies
Scott Parry
Morningstar® Portfolio X-Ray®
eVestment Quantum Analytics
asset gathering
LPL Focus Conference
Digital Marketing Platform
XCelent Award
advanced data reporting
ProTracker Cloud
Jason Wenk
content aggregation
Gustav Karner
cash posting
Sugar Ray Leonard
Shannon Dempsey
NaviPlan
Fetter Logic
Back Office Solutions
Robb Baldwin
Mark Engelhardt
Downloadable Portfolio Review Reports
John Norwood
RCS Capital
CRM User Adoption
Upside Advisor
Impact Technologies Group
Chris Momsen
new client electronic on-boarding
Bill Wostoupal
Russ Thornton
Echosign
Redkite
Cutting Edge Auditing
integrated CRM
TD Ameritrade Institutional’s VEO®
Norwood Consulting
Fisher Investments
Salesforce Financial Services Cloud
Mitt Romney
eMoney’s emX Select platform
Advizr and Orion integration
reporting capabilities
Kevin Miller
data aggregation solutions
Wealthcare Capital Management
Investment Income Summary Report
cloud-based billing software
the Practice
Open View Gateway
Ft. Lauderdale
brand-centric theme customization
SMAs
Schwab IMPACT 2013
Anna Curry
RIA in a Box
Laser App’s Software as a Service (SaaS) platform
Daxs Stadjuhar
Wes Stillman
account management software
Power of Together
iShares
compete against other digital advisors
Orion Discover
business and technology management
SS&C Technologies Holdings
Multi-Asset Class Portfolio Analysis
eVestment Spectrum Analytics
AssetBook
Risk Number®
LPL’s Resource Center
Digital Practice Management
XLR8
advanced wealth planning solutions
ProTracker Software
Jay Jay French
TRX Edge
Patrick Ambron
Hemant Moore
CEB TowerGroup
SugarCRM
NaviPlan LEADS
Fetterlogic
back-office solutions
Robert Arnott
downside volatility
Advisor FinTech Hackathon
real time balances
John Schobel
Uri Pomerantz
Performance Reporting Capabilities
import tool
Chris Wacker
TA Associates
New Microsoft Dynamics®
Financial Feed
Russell Leto
Michael M. Carter
Advisor-Client relationships
Junxure Cloud®
Cybersecurity
Vestorly solution
Integrated CRM Performance Dashboard
Client Relationship Management (CRM)
TD Ameritrade National LINC Conference
Note Taking
fixed index annuities
Salesforce.com
Mobile app
eMoney’s wealth management platform
Reporting Console for Each Office
Kevin Paulsen
WealthCentral
Portfolio Management and Insurance Management modules
investment management experience
cloud-based billing tool
The Retirement Hub
open-architecture platform
FTJ FundChoice
BrandYourself.com
Social Analytics
Schwab Independent Advisor Outlook Study
MoneyGuideProTM
Envestnet | Tamarac's Advisor Xi
Annuities + Insurance
RIA/Client reletionships
LaserApp
Dean Cook
Weston
account opening
PowerAdvisor
ISO
compliance and security
Tom Schildhauer
Orion Portfolio Reports
George Will
business development metrics
SS&C Technologies Holdings, Inc.
multi-block trading
eVestment Spotlight Analytics
Luis Gomez
direct online insurance offerings
advanced workflow tools
psychometric risk tolerance test
Jeff Norris
Copytalk+
turnkey data science solutions
Patrick Dempsey
Celent
Suhail Ali
Sharing
NaviPlan® financial planning tool
BakerAvenue Asset Management
Robert Eggebrecht
Mark Wilson
Dr. David Lawrence
Advisor Impact
Advisor iPad App
Real-Time Data
John Vaccaro
Cross-business Tracking Routing & Control
user-friendly programing
performance reporting software
Income Generator
CIO Review
Tamarac Advisor® Xi
Newgate Capital Management
Financial Personalities
Ed Butowsky
AdvisorComplete platform
Junxure Cloud® CRM
Cybersecurity and Compliance
PIEtech, Inc.,
integrated receivables management
client relationship solution
TD Ameritrade's VEO
Nova
flexibility to scale
Bob Stiess
Salesforce1 Customer Platform
Mobile App 2.0
emX
Aggregation
Kevin Sweet
data analysis
Portfolio Management Consultants
cloud-based CRM platform
The Tarbox Group, Inc.
FTNI
Bret Baier
social collaboration
Schwab Intelligent Integration®
MoneyGuidePro®
Envestnet’s Advisor Suite®
App expansion
LaserApp Anywhere
Westport Resources
Account opening and commissions
PowerShares
iTunes App Stores
ComplianceQ
Total Portfolio Expert (TPX)
Orion’s Client Portal
Global Financial Private Capital
business intelligence
Scottrade® Advisor Services Platform
multi-user support
eWealthManager
AssetMark Advisor iPad
MacroRisk Analytics
disparate and divergent solutions
XTRAC App
Q-Suite
Copytalk+ Smartphone App
two-factor authentication
Patrick Flaherty
High-Performing Firms
Center For Wealth Planning
Sherri DuMond
Fidelity Center for Applied Technology
Balances
Robert Moore
Market Movement Strategies (MMS)
Dr. Noah Smith
Advisor Office
Real-time Profile Tracking
CSIA
Perry Moore
independent portfolio rebalancing software platform
Cities Digital
Tamarac's Advisor® Xi
Next Generation Investor Portal
SaaS
Michael Spellacy
Ed O’ Brien
AdvisorComplete℠
Junxure CRM
Damian Gallina
Video conferencing
PMC's Quantitative Portfolios
integrated technology
Client Risk Assessments
TD Ameritrade’s Veo platform
November 2-4, 2015
Flexible Optimizer
Bob Veres
Mobile Application
EMX Platform
AICPA
reporting solutions
data analysis solutions
Wealthminder Seed Capital
portfolio management process
investment policy statement
cloud-based IT
Third-Party Technology Integrations
OpportunityView™
full lifecycle portfolio management
Bret Magpiong
Schwab Intelligent Portfolios
MoneyTree
Envestnet’s Digital Advisor platform
DecisionCenter
Whitepaper
account rebalancing software
J. Kelley Williams, Jr.
compliant ready platform
OS33 Cloud Desktop platform
Global Investment Performance Standards
business processing services
seamless advisor integration
mutual fund capital gains distributions
Expanded Performance Details for Sample Portfolios
Atlanta
risk profiling questionnaire provider
Maggie Crowley
Document Imaging
Quadron Data Solutions
Cory Haberkorn
Patrick Yip
Holdings
centralized and tailored user experience
Sheryl Garrett
Barrett Ayers
Marketing Center platform
Marketing Cloud
Dropbox
Advisor Office platform
Realized and Unrealized Gains/Losses
Jonathan Jaranson
curation engines
Vanare | NestEgg
industry related forms
Cities Digital’s MagniMail
tax efficiency in a cloud-‐based model
Next Generation of Integration
financial planning and client engagement solutions
SaaS-based payment processing platform
Michael Stier
Ed O’Brien
AdvisorQ
Redtail Technology CRM
Junxure® CRM
Damon Deru
Vincent Guyaux
Client Service Monitor
TDA
Oauth2 user authentication security
Bobby Yazdani
San Diego
Mobile channel
emX’s Vault
ReportQ
Kirk Hulett
data automation
Portfolio Management Processes
investment research platforms
cloud-based IT outsourcing
Tim Ramza
Optimum Market Portfolios
Fuse 2014
social media integrations
Schwab Intelligent Portfolios™
monitoring
AppHub
Laserfiche Connector
Deena Katz
Will Bressman
account servicing
practice management
J. Richard Coe
Composite Holdings Report
Total Rebalance Expert (TRX)
Outlook email archiving
goalgamiPro
business valuation knowledge
Stark & Stark
seamless forms-filling capabilities
My Wall
Attribution Analysis
MagniPost
yHLsoft
Advent Custodial Data
Quadron Data Solutions™
Jenny Richards
Cory Olson
Ultra High Net Worth
Paul Cantrell
Homrich Berg
Cetera
SunGard’s WealthStation
Fidelity Institutional Wealth Services
basic client interaction
robo advisors
Robo-Advisers
Marketing Gorilla System
Duane D’Orazio
Advisor Pro platform
rebalance
Joseph Miola
custodial data file import process
Informatica
CitiMortgage
Tax Efficient Drawdown
Next-Generation Advisor CRM®
Safe by Estate Assist
EDGAR filing agent
Reduce computer sprawl
Junxure’s cloud-based CRM/office management solution
Dan Arnold
Vladimir Baranov
portfolio accounting
integration of independent recordkeepers
client-facing analytical and proposal tool
October 13
Florida
Bonaventure Resort and Spa
San Diego, CA
mobile connectivity
end-of-life plan
Albridge Solutions
required trading and rebalancing
Krilogy Financial
Data Cloud (Jigsaw)
WealthStation CompAct
1-to-1 client relationships
portfolio management system
investment screening functionality
cloud-based platform
Tim Welsh
Optional Tax Management
Fuse 2014 award
Brett Thorne
Social Security
Schwab Intelligent Technologies
monthly compliance checklists
Eric Jardine
Application of Preference Measurement: The Case of Riskalyze
RightSize Solutions
Laserfiche Document Management
Dennis Fox
William Faulkner
accounting software
practice management solutions
composite performance reporting
Total Technology Platform
Outsourcing Services
goalgamiPro®
business valuations
State Income Tax Calculator
Search Engine Optimization
myeDocumentsuite.com
External IT Cloud Desktop
Audit Management
maintenance of composites
Document Processing
Advent Direct
qualified fiduciary advisors
Jenze Bosma
Cost Basis
unified cloud computing solutions
Paul Polese
hosted archiving solutions
Cetera Financial Group
SunGard’s WealthStation Financial Planning solution
Nerd’s Eye View
BD Equalizer
Behavioral Finance
Robo-advisor
Marketware International
Dynamic Rebalancing
Rebalancer
Joseph Mrak
Custodial Data Integrations
variable annuities
Pershing LLC
InformationWeek 500
client acquisition
Tax Lot information
next-generation wealth management platform
financial planning technology
Black Diamond platform
Sagacious, Inc.
Michelle Smith
Advisors Assistant Everywhere
RegEd
Dan Brownell
Wall Street Journal
portfolio accounting service provider
Intelligent Aggregation
Client-facing technology
Technology adoption
Office 365
FMG Suite
Branch Audit Consulting
scalable personal finance data platform
mobile devices
end-‐to-‐end portfolio management
Allen Eickelberg
RESTful
Kyle Hiatt
data management solutions
WealthStation Financial Planning
2015 Peter L. Bernstein Award
portfolio management tools
cloud-based portfolio management
time-effective onboarding experience
OptionsPlay Score
Fusion Advisor Workstation
Brian A. Davis
Social Security Analyzer
error checking
application program interface (API)
Rio Hotel & Casino
Lex Sokolin
Denny Bottorff
Windows™ PowerShell
AccountQ™
PreciseFP
J.P. Morgan
Composite Portfolio Review
Touch functionality
packaged web design
Google Analytics integration
ByAllAccountsSM
state‐of‐the‐art forms-filling technology
search engine optimization tagging
External IT's Cloud Desktop
Audit Technology
risk tolerance assessment tools
manage cash flows
document storage software-as-a-service
quantitative risk technology
cost-efficient beta exposure
unified managed account
Household Balance Sheet
Chad Blythe
Sustainable Retirement Income
SIFMA/FINRA Cybersecurity Conference
Fidelity Investments®
Ben Francois
Robo-Shield™
Martin L. Flanagan
Advisor Rebalancing®
rebalancing
Joseph Starinsky
VAs
Pershing’s Net 360 Technology Channel
Innovation Centers
Client communications management
tax planning
NFP
financial planning tool
Black Diamond®
Microsoft
Edward Jones
registered investment advisors
Dan Hunt
Walt Bettinger
Portfolio Accounting Solutions
interactive compliance calendar
Client360º
Technology Integrations
Office of the Future
Folio Institutional
Scalable workflow tools
mobile forms-filling
Enhanced Capital Partners
Amanda Steinberg
Retirement Hub app
Ladenburg Thalmann Financial Services Inc.
data protection
WealthTechs
2015 Veo® Integrated Awards
portfolio mappings services
InvestmentNews
cloud-based solutions
timeframes
Optionsplay®
Fusion® Advisor Workstation
Social Security Optimizer
Schwab OpenView Gateway®
Morningstar Advisor
eSignature Capabilities
application programming interface
Rio Hotel & Casino in Las Vegas
LiquidHub
Depository Trust and Clearing Corporation
WinOps
Accounts and Fact Sheets for Investments
predictive analytical tools
Jackson
CompositeBuilder
Trade Strategy Visualization
Panoramix
Google Play
CAIS
Steve Dunlap
Securities America
FA Insight
auditable workflow and document management technology
Risk Tolerance Questionnaire
management fee
Docupace
Zywave
Quantitative Risk Tolerance
Jim McKelvey
Council Capital
unified wealth management technology
Paul West
household-‐level rebalancing
Chad Centorbi
Symantec VIP integration
Signix
NestEgg Wealth
Fidelity®'s New Wealthcentral® Technology Bundle