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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tax-losses
Advisor View™
Lex Sokolin
Copytalk+ Smartphone App
Sherri DuMond
PreciseFP
J.P. Morgan
Center For Wealth Planning
Robert Moore
February 4, 2015
packaged web design
Google Analytics integration
Dominey Stewart
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
manage cash flows
Smarsh
Cross-business Tracking Routing & Control
quantitative risk technology
CIO Review
Household Balance Sheet
web-based applications
EarningsQ
To-Do Lists
Andrew Tognela
Marketware International
Martin L. Flanagan
sophisticated computer algorithms
Damian Gallina
rebalancing
Joseph Starinsky
Client Risk Assessments
FINRA and SEC technology guidelines
Pershing’s Net 360 Technology Channel
Innovation Centers
Wordpress platform
reporting solutions
Ellen Smith
NFP
Trading Processes
ASI
Microsoft
Stifel
Activity tracking and corporate memory
cloud-based IT
Schwab Intelligent Portfolios
Portfolio Accounting Solutions
interactive compliance calendar
Bret Magpiong
enterprise-grade data management platform
Office of the Future
Folio Institutional
David Canter
Unify Software
automation software tool
mobile forms-filling
Advisor Con
Ladenburg Thalmann Financial Services Inc.
compliant ready platform
seamless advisor integration
portfolio mappings services
InvestmentNews
business processing services
risk profiling questionnaire provider
ETF’s
Optionsplay®
Fusion® Advisor Workstation
Digital Fortress
Veo Open Access
Morningstar Advisor
Advisor Websites
LiquidHub
Cory Haberkorn
Sheryl Garrett
predictive analytical tools
Jackson
centralized and tailored user experience
Fee Calculation Details
Panoramix
Google Play
Donald Capone
Blu Giant, LLC
Technology Tools for Today 2014 Conference
Advisor® Xi
management fee
Smarsh My Site
CSIA
Quantitative Risk Tolerance
Jim McKelvey
Cities Digital
SaaS
FinaMetrica Plus
Paul West
household-‐level rebalancing
web-based client management software
easily view user activity
NestEgg Wealth
Ann Haas
Mary Ellen Whiteman
Spark
Account Alerts
Damon Deru
rebalancing capability
Josh Brown
Client Service Monitor
San Diego
FinTech 100
Personal Finance Management Application
Inside Information
workflow solutions
ReportQ
NFP Advisor Services Group
Trading Strategy Checklist
asset allocation mappings service
Microsoft Corp
Strategic Advisor
Adhesion
Kanchana Chalia
cloud-based IT outsourcing
Schwab Intelligent Portfolios™
Interview
FolioDynamics
David Fetter
Unify’s Cloud VPN
Autopilot
Mobile Optimization
Advisor Convention October 7-8
lagging performance duration and timeframe priorities
Composite Holdings Report
seamless forms-filling capabilities
Portfolio Pathway
Investor-Advisor Collaboration
business valuation knowledge
Everplans
Digital Fortress Suite
Veo Open AccessSM platform
Bill Stone
Morningstar Analyst Rating™
TD Ameritrade Holding Corporation
advisor workflow partnership
Lori Hardwick
Cory Olson
PRNewswire
Jackson app
Cetera
robo advisors
fee elimination
Panoramix™
Gradient Investments
Wealth Access Estate Platform 3.0
Doug Harbrecht
Narrator Clients™
tenth annual T3 Technology Conference
Advisor® Xi suite
Smarsh Sites
curation engines
Quantum
Jim Patrick
Cities Digital’s MagniMail
SaaS-based payment processing platform
PCI-compliant platform
householded data backbone
web-based CRM
Redtail Technology CRM
EBITDA growth rate
NetExchange Client
Todd R. Crockett
Tom Doherty
Ann Marie Stieler
Mary Ferguson
Account Details
Dan Arnold
Juan Williams
client-facing analytical and proposal tool
San Diego, CA
Firm Alerts and Announcements
personal financial management
Insights on Advice
Worldox
required trading and rebalancing
Nobel Foundation
asset gathering
Microsoft Dynamics CRM
Strategic Integrated Online Account Processing
advanced data reporting
Karl Chan
cloud-based platform
Schwab Intelligent Technologies
Intraday Integration
Brett Thorne
RightSize Solutions
Online Account Management
David Lyon
United Capital
Back Office Solutions
Mobile Productivity
T3 Advisor Tech Conference
Las Vegas
composite performance reporting
Search Engine Optimization
portfolio risk
Investor360°
business valuations
eVestment
order processing
Garrett Planning Network
digital marketing hub
Veo®
Morningstar for Advisors App
Advisor Xi
Loring Ward
Cost Basis
ProcessEZ
Jackson National Life Insurance Company®
Cetera Financial Group
Robo-Advisers
Paperclip
Great Kight
Doug McPhail
BlueSky
Narrator™ application builder
The Efficient Practice
Mara Laisson
Smart Form Tool
custodial data file import process
Questar Capital℠
Joe Duran
CitiMortgage
Safe by Estate Assist
Financelogix
HTML5 version
web-based portfolio management software
Reduce computer sprawl
Ebix
NetExchange Select
Tom Embrogno
Anna Curry
Matched Portfolio
sqope
account management software
Dan Brownell
rebalancing solution
Client-facing technology
scalable personal finance data platform
First Rate
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
WorthFM
RESTful
eMoney Select system
Trizic
AssetBook
Mike Capelle
Streetscape
advanced wealth planning solutions
Kelly Caffrey
cloud-based portfolio management
portfolio applications
intraday quotes
Brian A. Davis
Rio Hotel & Casino
Envestnet Advisor Summit
online account opening
Forbes
David, Stalnaker
United Capital Financial Advisors
back-office solutions
Mobile Scribe Service
Advisor FinTech Hackathon
Composite Portfolio Review
search engine optimization tagging
Portfolio Snapshot
iPad app
ByAllAccountsSM
risk tolerance assessment tools
eVestment Quantum Analytics
Gemcom
Digital Marketing Platform
verification
Bill Wostoupal
TD Ameritrade Institutional Veo®
cost-efficient beta exposure
SIFMA/FINRA Cybersecurity Conference
Productivity
Jackson.com
Chad Blythe
Robo-advisor
Fetter Logic
paperless client onboarding process
wealth management technology
Downloadable Portfolio Review Reports
Nathan Lucius
The E‐Valuator
Advizr and Orion integration
Maree Moscati
Smart Office
Custodial Data Integrations
Quik! Form
Joe Ruzycki
client acquisition
Sagacious, Inc.
Financial Account Data Technology Platform
pensions
Human Finance Project
web-based software portal
RegEd
Ebix Smart Office
NetExchange View
Annuities + Insurance
Matt Abar
sqopeTM Score
account opening
Dan Hunt
rebalancing workflows
Jud Mackrill
Client360º
Scalable workflow tools
Fisher Investments
personal financial management platform
instantaneous stress testing
X-Ray Reports
Retirement Hub app
eMoney’s emX Select platform
normalization
Trust Company of Sterne Agee
Mike Ethridge
advanced workflow tools
cloud-based solutions
Schwab OpenView Gateway®
Portfolio Building
intuitive user-experience
Rio Hotel & Casino in Las Vegas
Online Account Opening & Transfer
Daxs Stadjuhar
up-to-date account data
BakerAvenue Asset Management
Model Wealth Portfolios
T3 Conference Anaheim, CA
Advisor Impact
Laser App 2015 Financial Services Conference
CompositeBuilder
Securities America
PortfolioCenter
IPS AdvisorPro
CAIS
Risk Tolerance Questionnaire
eVestment Spectrum Analytics
Orion Advisor Integration
Gemini Alternative Funds
Digital Practice Management
Vestmark
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
Council Capital
Signix
Proposal Generation Capabilities
Jackson®
Chad Centorbi
Robo-Shield™
Fetterlogic
paperless enrolment
Greg Vigrass
Wealthbase
downside volatility
National Financial Partners Corp.
The Future of Risk is Here: Enhance Your Value or Perish
Marie Swift
Smarter Prospecting
Quik! Forms
John Hancock
Client communications management
Performance
Wednesday July 22, 2015
registered investment advisors
Echosign
Tom Kimberly
App expansion
Matt Crisp
SS&C Technologies
Account opening and commissions
Dan Santner
Redhawk
Julie Littlechild
SCANaltyics
fixed index annuities
Pete Hess
Institutional Intelligent Portfolios™
XCelent Award
retirement income planning tool
eMoney’s wealth management platform
Northern Lights Compliance Services
AssetMark Advisor iPad
Sugar Ray Leonard
Kevin Cimring
CLS Investments
portfolio construction capabilities
Invesco
Brian Semitekol
Risk Alignment Platform
Envestnet | Tamarac's Advisor Xi
online advisor-client collaboration
forms library
Dean Cook
Upside
Balances
Modern Portfolio Theory
T3 Enterprise Conference
Advisor iPad App
Laser App Advisor Con 2015
comprehensive portfolio management
securities and insurance industries
PortfolioCenter®
IPSAdvisorPro
CAM
Risk-Balanced Portfolios
eVestment Spotlight Analytics
Gemini Fund Services
direct online insurance offerings
Vestmark Manager Marketplace (VMM)
Morningstar, Inc.
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
LPL Financial Holdings
couple’s report
Silanis
Proposal Tool for Chapwood Investments
James Carney
Chapwood Investments
robust backup features
paperless onboarding
Gregg Klein
Wealthbox CRM
Dr. David Lawrence
Bob Stiess
Nationwide
The Markets
Aggregation
Mario Canas
SmartOffice
Custodian
John Mackowiak
Client Data Automation
Financial Feed
Performance Center
IBackup®
Wells Fargo Advisors
registration checker tool
Wes Stillman
regulatory compliance
Ed Butowsky
Matt Nelson
SS&C Technologies Holdings
account rebalancing software
Juney Ham
Clients & Portfolios
SCANalytics
flexibility to scale
Peter Intraligi
inStream Solutions
XLR8
emX
Northern Lights Distributors
data analysis
TRX Edge
Atlanta
Mike Phillips
SugarCRM
Kevin Crowe
CNN Money
Schwab OpenView MarketSquare®
Portfolio Construction Tool
Investigo
Risk Analysis
Envestnet’s Advisor Suite®
online client engagement
Fox Financial Planning
Upside Advisor
Barrett Ayers
Modestpark
Advisor Office
comprehensive trading solutions
Security
position data
iReach
CAM System
eWealthManager
Gemini Hedge Fund Services
disparate and divergent solutions
Morningstar®
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
LPL Financial LLC
Craig Smith
ProTracker
James Poer
robust technology capabilities
Fidelity Center for Applied Technology
paperless processing systems
Wealthcare Capital Management
Dr. Noah Smith
Bob Veres
Natural Language Processing
the Practice
AICPA
Mark Balasa
SMAs
Custom Cloud (Force.com)
Radar
John McArthur
client database portal
Salentica’s Data Broker
Financial Personalities
Performance Dashboard and Client Reporting Engine
IBDs
Weston
regulatory compliance services and technology
Ed O’ Brien
NetXInvestor
Tom Schildhauer
AppHub
Matt O’Brien
SS&C Technologies Holdings, Inc.
account servicing
Daniel Inveen
ClientView Client Portal
Flexible Optimizer
Insurance and Securities verticals
Retirement Plan Network
EMX Platform
NorthStar
data analysis solutions
turnkey data science solutions
Attribution Analysis
Mike Walsh
Suhail Ali
Advent Custodial Data
Kevin Knull
Cohesive Client Management Process
Schwab OpenView Mobile
Portfolio Crash Test solution
investment advice
Brian Stimpfl
risk engineering
Envestnet’s Digital Advisor platform
online practice management platform
Fox Financial Planning Network
DecisionCenter
Uri Pomerantz
basic client interaction
modify portfolio exposures
TA Associates
Advisor Office platform
Laser App Enterprise
computer-based modeling system
Positions
iRebal
Cameron Routh
Riskalyze and RetireUp Integration Demo
Expanded Performance Details for Sample Portfolios
Orion Business Intelligence
Gen X/Y
Document Imaging
Vestorly solution
Morningstar® Advisor WorkstationSM
TD Ameritrade National LINC Conference
AdvisorQ
LPL Focus 2015
create and manage portfolios
Simon Sinek
ProTracker Advantage
Jason Roberts
Rocaton Advisors
Park City, Utah
Guide Financial Technologies
WealthCentral
Bobby Yazdani
Naureen Hassan
The Retirement Hub
Mark Casady
Social Analytics
customer acquisition
Raj Udeshi
John Ndege
client engagement
Sales Cloud
performance expectations
IEC
Impact Communications
Westport Resources
Rehmann
Ed O’Brien
NetXInvestor®
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
Maureen Duff
accounting software
ClientWorks
Phil Sorgen
integrated cloud based technology
XTRAC App
RetireRisk
emX’s Vault
data automation
two-factor authentication
Audit Management
mitigate risk
Advent Direct
Kevin Kraus
Collaboration Cloud (Chatter)
Schwab Performance Technologies®
Portfolio Crash Testing
Investment Advisors Workflow
Broker Dealers
Risk Management
Online Reporting Dashboard
Fred Tomczyk
Deena Katz
user-friendly programing
BD Equalizer
Tamarac Advisor® Xi
Advisor Pro platform
Concenter Services
service alerts
POWER
iRebal®
Canterbury Consulting
Riskalyze Autopilot
Gentech
Morningstar® Portfolio X-Ray®
TD Ameritrade's VEO
LPL Focus Conference
credit card processing
single sign-on integration
ProTracker Cloud
Jason Wenk
Charles Sizemore
Fidelity Institutional Wealth Services
Gustav Karner
Dropbox
Bonaventure Resort and Spa
NaviPlan
The Tarbox Group, Inc.
Albridge Solutions
Mark Engelhardt
social collaboration
1-to-1 client relationships
John Norwood
client feedback
financial planning and client engagement solutions
Performance Measurement
Impact Technologies Group
Whitepaper
relationship solutions
EDGAR filing agent
new client electronic on-boarding
application program interface (API)
AccountQ™
Darren Tedesco
ClientWorks platform
integrated CRM
end-of-life plan
Norwood Consulting
Data Cloud (Jigsaw)
Audit Technology
Mitt Romney
Kevin Miller
Commonwealth Financial Network
Schwab’s 2013 RIA Benchmarking Study
Investment Income Summary Report
brokerage and custody services
risk management characteristics
Eric Jardine
Open View Gateway
Ft. Lauderdale
Dennis Fox
Behavioral Finance
Tamarac's Advisor® Xi
Laser App’s Software as a Service (SaaS) platform
Concierge Service
Service Cloud
Power of Together
iShares
CapGainsValet
External IT Cloud Desktop
Orion Discover
Document Processing
Video conferencing
Black Diamond platform
Multi-Asset Class Portfolio Analysis
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
LPL’s Resource Center
single-sign on capability
ProTracker Software
Jay Jay French
check scanning
Ron Huddleston
Patrick Ambron
Hemant Moore
Wealthminder Seed Capital
Duane D’Orazio
Branch Audit Consulting
NaviPlan LEADS
Third-Party Technology Integrations
Allen Eickelberg
2015 Peter L. Bernstein Award
Customer Success Platform
RCS Capital
Client Management System
Salesforce CRM
financial planning technology
Performance Reporting Capabilities
import tool
Will Bressman
Relius Adminstration
New Microsoft Dynamics®
Total Rebalance Expert (TRX)
application programming interface
Michael M. Carter
Stark & Stark
Accounts and Fact Sheets for Investments
Darrin Courtney
Junxure Cloud®
Cloud applications
Schwab Advisor Services’
Integrated CRM Performance Dashboard
yHLsoft
end-‐to-‐end portfolio management
Note Taking
data management solutions
Ultra High Net Worth
auditable workflow and document management technology
Mobile app
SunGard’s WealthStation
Kevin Paulsen
Commonwealth’s Practice360º
SciQ Insights
Portfolio Management and Insurance Management modules
investment management experience
browser in the cloud
risk management platform
error checking
open-architecture platform
FTJ FundChoice
Denny Bottorff
Vanare | NestEgg
Ben Francois
MoneyGuideProTM
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
LaserApp
conflict-free custody solution
services and support for RIAs
PowerAdvisor
ISO
Career Activity Management System
RiXtrema's Portfolio Crash Test
External IT's Cloud Desktop
Orion Portfolio Reports
George Will
document storage software-as-a-service
Vincent Guyaux
Black Diamond®
multi-block trading
TDA
Luis Gomez
single-sign on functionality
psychometric risk tolerance test
Jeff Norris
Chicago
Roy Burns
Fidelity Investments®
Patrick Dempsey
Dynamic Rebalancing
NaviPlan® financial planning tool
Tim Ramza
Amanda Steinberg
Mark Wilson
social media integrations
2015 Veo® Integrated Awards
Customizable Quarterly Investment Review Presentations
real time balances
John Schobel
Client Marketing Systems, Inc.
Salesforce data migrator
financial planning tool
performance reporting software
Income Generator
William Faulkner
Report Builder
Edward Jones
Newgate Capital Management
Total Technology Platform
Arcons Technology
State Income Tax Calculator
ACH origination
Junxure Cloud® CRM
Cloud Desktop solution
Schwab Advisor Services’ SOLUTIONS®
PIEtech, Inc.,
integrated receivables management
RIA advisor platform
Enhanced Capital Partners
Nova
data protection
unified cloud computing solutions
Automate Client Marketing
Mobile App 2.0
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Kevin Sweet
Community Blog
Scivantage
Portfolio Management Consultants
Built In Token 2-Factor Authentication
risk modeling
eSignature Capabilities
FTNI
Depository Trust and Clearing Corporation
Benjamin Birken
MoneyGuidePro®
Tax Efficient Drawdown
LaserApp Anywhere
Connections Console
Shane Bingham
PowerShares
iTunes App Stores
Carson Wealth Management Group
Rob Cirrotti
FA Insight
Orion’s Client Portal
Global Financial Private Capital
Docupace
Vladimir Baranov
Black Diamond℠
multi-user support
Advisors Assistant’s CRM
MacroRisk Analytics
CRM systems
SixThirty
Q-Suite
Chris Casdia
Run Smarter®
Fidelity®'s New Wealthcentral® Technology Bundle
Patrick Flaherty
High-Performing Firms
WealthStation CompAct
Redhawk Wealth Advisors
Tim Welsh
Analytics Cloud
Market Movement Strategies (MMS)
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
customizable questionnaires
Real-Time Data
John Vaccaro
