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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Jason Roberts
Connections Console
Park City, Utah
single-sign on functionality
Guide Financial Technologies
Carson Wealth Management Group
Roy Burns
Naureen Hassan
Mark Casady
Doug McPhail
Tim Ramza
Amanda Steinberg
Raj Udeshi
John Ndege
CRM systems
social media integrations
2015 Veo® Integrated Awards
performance expectations
IEC
Chris Casdia
Salesforce data migrator
NetXInvestor®
Financial Account Data Technology Platform
William Faulkner
Report Builder
Maureen Duff
Ebix Smart Office
Total Technology Platform
Arcons Technology
customized analysis
State Income Tax Calculator
ACH origination
Phil Sorgen
integrated cloud based technology
Client Meeting Support for Advisors
Schwab Advisor Services’ SOLUTIONS®
First Rate
RIA advisor platform
mitigate risk
eMoney Select system
unified cloud computing solutions
Kevin Kraus
Automate Client Marketing
data aggregation functionality
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Portfolio Crash Testing
Investment Advisors Workflow
cloud-based archiving solutions
Online Reporting Dashboard
Scivantage
Fred Tomczyk
BranchNet
risk modeling
Envestnet Advisor Summit
Benjamin Birken
David, Stalnaker
Tax Efficient Drawdown
POWER
iRebal®
company performance analysis
Shane Bingham
Gentech
Business Analytics
Rob Cirrotti
Morningstar® Portfolio X-Ray®
eVestment Quantum Analytics
Vladimir Baranov
LPL Focus Conference
Black Diamond℠
Digital Marketing Platform
Advisors Assistant’s CRM
ProTracker Cloud
Jason Wenk
content aggregation
SixThirty
Gustav Karner
cash posting
Run Smarter®
NaviPlan
Fetter Logic
WealthStation CompAct
Redhawk Wealth Advisors
Mark Engelhardt
Downloadable Portfolio Review Reports
Tim Welsh
Analytics Cloud
John Norwood
CRM technology
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Performance Measurement
Impact Communications
Chris Casey
Salesforce Financial Service Cloud Integration
new client electronic on-boarding
Windows™ PowerShell
reporting
Echosign
Touch functionality
ARKON
Cutting Edge Auditing
state‐of‐the‐art forms-filling technology
integrated CRM
Norwood Consulting
Schwab Advisory Services
Fisher Investments
RIA Benchmarking Study
Mitt Romney
eMoney’s emX Select platform
unified managed account
Kevin Miller
automated portfolio management
data aggregation solutions
Sustainable Retirement Income
Investment Income Summary Report
cloud-based billing software
Open View Gateway
Scott Parry
Ft. Lauderdale
brand-centric theme customization
variable annuities
Laser App’s Software as a Service (SaaS) platform
Best Technology for a Vertical CRM
Daxs Stadjuhar
Tax Lot information
Advisor Software, Inc.
Power of Together
iShares
compete against other digital advisors
Orion Discover
Shannon Dempsey
business and technology management
Robb Baldwin
Multi-Asset Class Portfolio Analysis
eVestment Spectrum Analytics
Wall Street Journal
LPL’s Resource Center
Black Diamond℠ platform
Digital Practice Management
Technology adoption
Advisory World
ProTracker Software
Jay Jay French
Patrick Ambron
SixThirty FinTech Accelerator
Hemant Moore
CEB TowerGroup
Rushmore Advisor Services
NaviPlan LEADS
Fetterlogic
WealthStation Financial Planning
downside volatility
time-effective onboarding experience
Andrew Rogers
RCS Capital
CRM User Adoption
Social Security Analyzer
Aaron Guidotti
Impact Technologies Group
Chris Momsen
import tool
Chris Wacker
Salesforce Financial Services Cloud
New Microsoft Dynamics®
Financial Feed
WinOps
reporting capabilities
Michael M. Carter
Trade Strategy Visualization
Artificial Intelligence
Junxure Cloud®
Cybersecurity
Steve Dunlap
ActiFi Client Engagement
Integrated CRM Performance Dashboard
Client Relationship Management (CRM)
Note Taking
Schwab IMPACT 2013
fixed index annuities
Zywave
RIA in a Box
Mobile app
eMoney’s wealth management platform
unified wealth management technology
Kevin Paulsen
Automated Workflow
Symantec VIP integration
Portfolio Management and Insurance Management modules
investment management experience
cloud-based billing tool
open-architecture platform
FTJ FundChoice
BrandYourself.com
Risk Number®
MoneyGuideProTM
Envestnet | Tamarac's Advisor Xi
VAs
LaserApp
Dean Cook
tax planning
PowerAdvisor
ISO
compliance and security
Orion Portfolio Reports
George Will
business development metrics
Robert Arnott
multi-block trading
eVestment Spotlight Analytics
Walt Bettinger
Luis Gomez
Blaze Portfolio
direct online insurance offerings
Technology Integrations
psychometric risk tolerance test
Jeff Norris
Copytalk+
Patrick Dempsey
Celent
Russ Thornton
NaviPlan® financial planning tool
WealthTechs
Redkite
Mark Wilson
Dr. David Lawrence
timeframes
Andrew Rudd
real time balances
John Schobel
Social Security Optimizer
Performance Reporting Capabilities
Abby Schneiderman
performance reporting software
Income Generator
CIO Review
Salesforce.com
Newgate Capital Management
Financial Personalities
Women Investors
Reporting Console for Each Office
Ed Butowsky
Artisan and Grendel
Junxure Cloud® CRM
Cybersecurity and Compliance
Steve Sanduski
ActiFi software suite
PIEtech, Inc.,
integrated receivables management
client relationship solution
Nova
Schwab Independent Advisor Outlook Study
flexibility to scale
“Robo” Challenge
RIA/Client reletionships
Mobile App 2.0
emX
Unify
Kevin Sweet
Automated workflows
data analysis
Synapse API
advisor and client portals
Portfolio Management Consultants
cloud-based CRM platform
FTNI
Bret Baier
MoneyGuidePro®
Envestnet’s Advisor Suite®
Vendor Affinity Program
LaserApp Anywhere
Bill Good
tax-aware trading program
Advisor View
PowerShares
iTunes App Stores
ComplianceQ
Orion’s Client Portal
Sharing
Global Financial Private Capital
business intelligence
Robert Eggebrecht
multi-user support
eWealthManager
Warren Mackensen
MacroRisk Analytics
disparate and divergent solutions
technology solutions
AdvisoryWorld Financial Technology
Q-Suite
Copytalk+ Smartphone App
Small Businesses
Patrick Flaherty
High-Performing Firms
Center For Wealth Planning
Russell Leto
Fidelity Center for Applied Technology
Web App Single Sign On
Market Movement Strategies (MMS)
Dr. Noah Smith
TJ Jones
Andrew Stevens
Real-Time Data
John Vaccaro
Cross-business Tracking Routing & Control
Sonia Rosenbaum
Sophie Schmitt
acceptable and unacceptable tolerance standards
Perry Moore
independent portfolio rebalancing software platform
Cities Digital
Salesforce1 Customer Platform
Next Generation Investor Portal
Woodrow Levin
Michael Spellacy
Ed O’ Brien
TradeWarrior
Ashley Globerman
Junxure CRM
Damian Gallina
Steven D. Kelly
activity streams
PMC's Quantitative Portfolios
integrated technology
Client Risk Assessments
November 2-4, 2015
Schwab Intelligent Integration®
Flexible Optimizer
Mobile Application
EMX Platform
Unify Cloud Disaster Recovery
automating portfolio management
data analysis solutions
T. Rowe Price
portfolio management process
investment policy statement
cloud-based IT
OpportunityView™
Scottrade® Advisor Services Platform
full lifecycle portfolio management
Bret Magpiong
MoneyTree
Envestnet’s Digital Advisor platform
VEO
Bill Laird
DecisionCenter
tax-losses
Advisor View™
J. Kelley Williams, Jr.
compliant ready platform
OS33 Cloud Desktop platform
Sherri DuMond
Global Investment Performance Standards
business processing services
Robert Moore
mutual fund capital gains distributions
Expanded Performance Details for Sample Portfolios
Maggie Crowley
Document Imaging
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
Quadron Data Solutions
Cory Haberkorn
Smarsh
Patrick Yip
Holdings
centralized and tailored user experience
web-based applications
Marketing Center platform
To-Do Lists
Andrew Tognela
Real-time Profile Tracking
CSIA
sophisticated computer algorithms
industry related forms
Cities Digital’s MagniMail
Next Generation of Integration
financial planning and client engagement solutions
Wordpress platform
reporting solutions
Michael Stier
Ed O’Brien
Trading Processes
ASI
Junxure® CRM
Damon Deru
Stifel
Activity tracking and corporate memory
Client Service Monitor
Oauth2 user authentication security
Schwab Intelligent Portfolios
Mobile channel
emX’s Vault
Unify Software
Kirk Hulett
automation software tool
data automation
Advisor Con
Portfolio Management Processes
investment research platforms
cloud-based IT outsourcing
Optimum Market Portfolios
seamless advisor integration
Fuse 2014
risk profiling questionnaire provider
monitoring
Veo Open Access
Laserfiche Connector
Deena Katz
Advisor Websites
practice management
J. Richard Coe
Composite Holdings Report
Outlook email archiving
Sheryl Garrett
goalgamiPro
business valuation knowledge
My Wall
MagniPost
Blu Giant, LLC
Technology Tools for Today 2014 Conference
Advisor® Xi
Quadron Data Solutions™
Jenny Richards
Cory Olson
Smarsh My Site
Paul Cantrell
Homrich Berg
Cetera
SaaS
Fidelity Institutional Wealth Services
web-based client management software
Marketing Cloud
Dropbox
Realized and Unrealized Gains/Losses
Jonathan Jaranson
curation engines
rebalance
Joseph Miola
custodial data file import process
Spark
Account Alerts
Informatica
CitiMortgage
San Diego
Next-Generation Advisor CRM®
workflow solutions
ReportQ
EDGAR filing agent
Trading Strategy Checklist
asset allocation mappings service
Junxure’s cloud-based CRM/office management solution
Dan Arnold
Strategic Advisor
Adhesion
portfolio accounting
integration of independent recordkeepers
client-facing analytical and proposal tool
October 13
Schwab Intelligent Portfolios™
Florida
mobile connectivity
end-of-life plan
Unify’s Cloud VPN
Krilogy Financial
Autopilot
Data Cloud (Jigsaw)
Advisor Convention October 7-8
portfolio management system
investment screening functionality
cloud-based platform
Optional Tax Management
seamless forms-filling capabilities
Fuse 2014 award
Brett Thorne
monthly compliance checklists
Eric Jardine
Veo Open AccessSM platform
Laserfiche Document Management
Bill Stone
Dennis Fox
TD Ameritrade Holding Corporation
advisor workflow partnership
practice management solutions
composite performance reporting
Outsourcing Services
goalgamiPro®
business valuations
robo advisors
myeDocumentsuite.com
External IT Cloud Desktop
Wealth Access Estate Platform 3.0
maintenance of composites
Document Processing
tenth annual T3 Technology Conference
Advisor® Xi suite
qualified fiduciary advisors
Jenze Bosma
Cost Basis
Smarsh Sites
Paul Polese
hosted archiving solutions
Cetera Financial Group
SaaS-based payment processing platform
Nerd’s Eye View
web-based CRM
Redtail Technology CRM
Marketing Gorilla System
Duane D’Orazio
Todd R. Crockett
Ann Haas
Tom Doherty
Ann Marie Stieler
Rebalancer
Joseph Mrak
Custodial Data Integrations
Account Details
Pershing LLC
InformationWeek 500
client acquisition
San Diego, CA
next-generation wealth management platform
financial planning technology
Worldox
required trading and rebalancing
Michelle Smith
asset gathering
Dan Brownell
Strategic Integrated Online Account Processing
advanced data reporting
portfolio accounting service provider
Intelligent Aggregation
Client-facing technology
Office 365
Schwab Intelligent Technologies
FMG Suite
RightSize Solutions
mobile devices
end-‐to-‐end portfolio management
United Capital
Kyle Hiatt
Back Office Solutions
data management solutions
T3 Advisor Tech Conference
portfolio management tools
cloud-based portfolio management
OptionsPlay Score
Search Engine Optimization
Fusion Advisor Workstation
Brian A. Davis
error checking
Veo®
Lex Sokolin
Denny Bottorff
Advisor Xi
PreciseFP
J.P. Morgan
Composite Portfolio Review
packaged web design
Google Analytics integration
ByAllAccountsSM
Robo-Advisers
External IT's Cloud Desktop
manage cash flows
BlueSky
document storage software-as-a-service
The Efficient Practice
quantitative risk technology
cost-efficient beta exposure
Smart Form Tool
Household Balance Sheet
Chad Blythe
Safe by Estate Assist
Fidelity Investments®
web-based portfolio management software
Reduce computer sprawl
Marketware International
Dynamic Rebalancing
Tom Embrogno
Anna Curry
rebalancing
Joseph Starinsky
sqope
account management software
Pershing’s Net 360 Technology Channel
Innovation Centers
Client communications management
scalable personal finance data platform
NFP
financial planning tool
WorthFM
RESTful
Microsoft
Edward Jones
Trizic
AssetBook
Dan Hunt
Streetscape
advanced wealth planning solutions
Portfolio Accounting Solutions
interactive compliance calendar
Client360º
Office of the Future
Folio Institutional
Rio Hotel & Casino
mobile forms-filling
Enhanced Capital Partners
United Capital Financial Advisors
Ladenburg Thalmann Financial Services Inc.
back-office solutions
data protection
Advisor FinTech Hackathon
portfolio mappings services
InvestmentNews
cloud-based solutions
Optionsplay®
search engine optimization tagging
Fusion® Advisor Workstation
risk tolerance assessment tools
Morningstar Advisor
eSignature Capabilities
verification
LiquidHub
Bill Wostoupal
Depository Trust and Clearing Corporation
TD Ameritrade Institutional Veo®
predictive analytical tools
Jackson
CompositeBuilder
Panoramix
SIFMA/FINRA Cybersecurity Conference
Google Play
CAIS
Robo-advisor
FA Insight
wealth management technology
management fee
Docupace
The E‐Valuator
Advizr and Orion integration
Quantitative Risk Tolerance
Jim McKelvey
Council Capital
Smart Office
Paul West
household-‐level rebalancing
Chad Centorbi
Sagacious, Inc.
NestEgg Wealth
Fidelity®'s New Wealthcentral® Technology Bundle
web-based software portal
RegEd
Martin L. Flanagan
Annuities + Insurance
rebalancing capability
Josh Brown
Custodian
sqopeTM Score
account opening
Personal Finance Management Application
Inside Information
Client Data Automation
Scalable workflow tools
NFP Advisor Services Group
Financial Transmission Network Inc.
X-Ray Reports
Retirement Hub app
Microsoft Corp
Efficient Technology
Trust Company of Sterne Agee
Kanchana Chalia
Dan Santner
advanced workflow tools
Interview
Schwab OpenView Gateway®
FolioDynamics
Rio Hotel & Casino in Las Vegas
Mobile Optimization
enhanced client communication
up-to-date account data
lagging performance duration and timeframe priorities
BakerAvenue Asset Management
Data-Driven Insights
T3 Conference Anaheim, CA
Advisor Impact
Portfolio Pathway
Investor-Advisor Collaboration
CLS Investments
Securities America
Brian Semitekol
Risk Tolerance Questionnaire
Morningstar Analyst Rating™
Estate Assist
Vestmark
Lori Hardwick
detailed financial planning
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
PRNewswire
Jackson app
comprehensive portfolio management
Panoramix™
Signix
Gradient Investments
CAM
Robo-Shield™
Narrator Clients™
Farshad Ghaffari
Wealthbase
Docupace ePACS®
The Future of Risk is Here: Enhance Your Value or Perish
Quantum
Jim Patrick
couple’s report
Smarter Prospecting
PCI-compliant platform
householded data backbone
Chapwood Investments
NetExchange Client
Fidelity’s Technology and Operations Consulting
Wednesday July 22, 2015
registered investment advisors
Mary Ellen Whiteman
eAdvisor
EAI
Tom Kimberly
App expansion
Juan Williams
Custom Cloud (Force.com)
SS&C Technologies
Account opening and commissions
personal financial management
Insights on Advice
client database portal
SCANaltyics
Nobel Foundation
FinFolio
XCelent Award
retirement income planning tool
Microsoft Dynamics CRM
Electronic Signing
Karl Chan
AssetMark Advisor iPad
Sugar Ray Leonard
Intraday Integration
Clients & Portfolios
Online Account Management
Risk Alignment Platform
Mobile Productivity
enhanced mutual funds order management
Upside
Las Vegas
Balances
DataPro
T3 Enterprise Conference
Advisor iPad App
portfolio risk
Investor360°
CNN Money
order processing
securities and insurance industries
Garrett Planning Network
Risk-Balanced Portfolios
Morningstar for Advisors App
estate management
Vestmark Manager Marketplace (VMM)
Loring Ward
Digital Advice
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
ProcessEZ
Jackson National Life Insurance Company®
comprehensive trading solutions
Paperclip
Silanis
Great Kight
CAM System
robust backup features
Narrator™ application builder
Wealthbox CRM
Mara Laisson
Bob Stiess
Docupace Technologies
The Markets
Aggregation
Questar Capital℠
Joe Duran
Craig Smith
SmartOffice
HTML5 version
NetExchange Select
Figlo
Wells Fargo Advisors
registration checker tool
Mary Ferguson
Matched Portfolio
Earnings Potential
rebalancing solution
customer acquisition
SS&C Technologies Holdings
account rebalancing software
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
client engagement
SCANalytics
FinFolio’s Portfolio Management Software
XLR8
Mike Capelle
eliminating selected fees
TRX Edge
Kelly Caffrey
Atlanta
Daniel Inveen
SugarCRM
portfolio applications
intraday quotes
ClientView Client Portal
online account opening
Schwab OpenView MarketSquare®
Forbes
Risk Analysis
Mobile Scribe Service
enrollment platform
Upside Advisor
Barrett Ayers
Advisor Office
Portfolio Snapshot
iPad app
Cohesive Client Management Process
Security
Gemcom
Brian Stimpfl
ETF OneSource participants
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
Productivity
Jackson.com
computer-based modeling system
paperless client onboarding process
Cameron Routh
robust technology capabilities
Nathan Lucius
Wealthcare Capital Management
Maree Moscati
Bob Veres
the Practice
AICPA
Quik! Form
Joe Ruzycki
create and manage portfolios
SMAs
pensions
Human Finance Project
Salentica’s Data Broker
NetExchange View
filter and cross reference data
Wes Stillman
regulatory compliance