GIPS Service Providers and Software Solutions
Service Providers
Below is a list of firms that offer hands-on support to compliant firms or those seeking to achieve GIPS compliance:
Alpha Financial Markets Consulting
Michael Burns
575 Fifth Avenue
New York, NY 10017
Mobile: (917) 514-0503
Main: (212) 603-9307
michael.burns@alphafmc.com
enquiries@alphafmc.com
https://www.alphafmc.com
CSSI
Michael Herrera
901 East 8th Ave. Suite 205
King of Prussia, PA 19406
Phone: 610-992-9287
mherrera@cssisolutions.com
https://www.cssi.org/
Guardian Performance Solutions
Amy Jones
4500 9th Avenue NE, Suite 300
Seattle, WA 98105
(206) 456-2464
info@guardianperformancesolutions.com
https://www.guardianperformancesolutions.com
Longs Peak Advisory Services, LLC
Sean Gilligan
920 3rd Avenue
Longmont, CO 80501
(720) 917-9621
info@longspeakadvisory.com
https://www.longspeakadvisory.com/
Pi Consulting Group
Frank Holobinko
Prospect, KY 40059(484) 302-1811
frank@piconsultinggroupllc.com
https://www.piconsultinggroupllc.com
Strategi Solutions, Inc.
Vivek Singh Jamwal
745 Atlantic AvenueBoston, MA 02111
vivek.jamwal@stradegi.com
info@stradegi.com
https://www.stradegi.com/
Software Vendors
Here is a list of software firms that offer tools to support your firm’s claim of GIPS compliance
Advent
SS&C Advent is laser-focused on helping our clients compete and thrive. Our solutions eliminateboundaries between systems, people and information. So you can make better-informed decisions,accomplish more in less time, manage and minimize risks, and comply with complex regulations. Today,as a business unit of SS&C, our commitment to your success is as strong as ever. And our ability todeliver has been strengthened by SS&C’s vast global portfolio of technology applications and services.Our combined companies deliver innovative solutions to more than 10,000 financial servicesorganizations worldwide. Together with our clients, we are continuing to transform the investmentmanagement industry.
https://www.advent.com/
https://www.advent.com/solutions/business-needs/performance-measurement
Confluence
Confluence is a global provider of award-winning portfolio analytics solutions for the investmentcommunity. The group’s cloud-based platform provides vital analysis of portfolio performance,attribution, risk, and compliance. This multi-asset-class analytics platform helps Confluence’s clients increase assets under management, improve client service, meet tough regulations, and reduce costs. Thegroup’s integrated and global data coverage includes over 3.2 million securities and most families ofbenchmarks.
System website with features:
https://www.confluence.com/solutions/portfolio-performance-analytics/gips-compliance/
List of contacts:
https://www.confluence.com/contact/
FactSet
FactSet helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics and open technology globally. Clients across the buy-side and sell-side as well as wealth managers, private equity firms and corporations achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P500, we are committed to sustainable growth and have repeatedly scored 100 on the Human Rights Campaign® Corporate Equality Index and been recognized amongst the Best Places to Work in 2023 by Glassdoor.
CAPS, Inc.
For nearly 20 years, CAPS, Inc, has been delivering industry-leading software and technical expertise forGIPS composite management and reporting. Built from a verifier’s perspective, the software has theauditing features that verifiers appreciate and that easily integrate with your firm’s specific GIPS policiesand procedures. Check out our website for testimonials from a diverse set of clients.
Eagle
Eagle’s advanced technologies can help you transform your business, so you can do more, moreefficiently. Some of the world’s most successful companies rely on our innovative data management,investment accounting and performance measurement solutions to make smarter decisions.
https://www.bnymellon.com/us/en/solutions/data-and-analytics/performance-measurement.html#
FIS/Sungard
FIS™ is the world’s largest global provider dedicated to financial technology solutions. FIS empowers thefinancial world with software, services, consulting and outsourcing solutions focused on retail and institutional banking, payments, asset and wealth management, risk and compliance, trade enablement, transaction processing and record-keeping. FIS’ more than 55,000 worldwide employees are passionate about moving our clients’ business forward.
Informa Investment Solutions
Informa Investment Solutions, a subsidiary of Informa PLC, is a leading provider of solutions and customservices to financial institutions and investment professionals. For over 30 years, Informa Investment Solutions has supplied valuable data and offered tailored performance measurement, wealth management tools, reporting, and communications solutions to brokerages, bank trusts, moneymanagement firms, investment consultancies, and pension plan sponsors.
John Norwood Consulting
John Norwood Consulting is the producer of CompositeBuilder™, a powerful suite of tools for thecreation, maintenance, and reporting of composite returns. CompositeBuilder tightly integrates witheither PortfolioCenter® or Axys® and is a proven solution for helping your firm become GIPS® compliant.
https://www.norwood-consulting.com/
http://www.norwood-consulting.com/compositebuilder/
Opturo
Opturo®, Latin for Optimal Management, is a financial software and consultancy firm specializing inproviding reliable, innovative, practical and cost effective Investment Management solutions backed byextensive financial industry experience and state-of-the-art technology. We provide products andservices primarily in the areas of Performance, Risk, GIPS and Investment Process Automation.
http://www.opturo.com/http://www.opturo.com/gips.php
Robust Technologies
Robust Technologies is a boutique firm offering high-end software and consulting services in investmentperformance measurement, performance attribution, benchmark customization and GIPS® compositesperformance presentation.
Sylvan
SS&C Sylvan is a market leading, book of record for your performance measurement, attribution, & GIPS needs. It is an established software solution with a Global presence, 85% of who’s clients claim GIPS compliance and most of those are verified. If your goal is to remain competitive by achieving compliance with worldwide industry standards, reduce your GIPS verification costs and improve the consistency and effectiveness of your marketing materials, Sylvan is the tool to help you achieve GIPS compliance.
https://www.ssctech.com/solutions/products-a-to-z/sylvan
http://www.robusttechnologies.com/site/index.htmlhttp://www.robusttechnologies.com/site/composites.html
Wilshire
Wilshire Analytics is a leading worldwide provider of performance measurement analytics to portfoliomanagers, mutual funds, insurance companies, pension funds and other financial institutions. Wedeliver expertise, proprietary systems, proprietary analytical models and integrated data feeds thatallow our clients to incorporate GIPS-compliant calculation methodologies in in the context of theirglobal performance measurement workflow. Our commitment to delivering solutions that provideactionable insight is realized throughout a suite of robust, time-tested products. Whether analyzingperformance based on holdings-based or transaction-based inputs, Wilshire Analytics provides clientswith the ability to measure performance with to-the-penny accuracy for a true, bottom-up approach.
Wilshire GIPS Composite Solution helps global institutional asset managers gain a marketing edge intoday’s competitive landscape. Ideal for performance and risk managers, as well as compliance andmarketing teams, Wilshire’s platform helps streamline workflows for the GIPS global compositecreation, management and reporting process. Realizing efficiencies means clients are free to focus fullyon growing the business on a scalable platform.
http://wilshire.com/analytics/analytic-solutions/gips-composite-solution
Customized Solutions
Arcons Technology
Arcons Technology was founded in 1998 by experienced financial services technology professionals andis transforming the billing and reporting process for wealth management firms. Our team pioneeredsome of the industry’s core technologies while working at Advent Software and is now extending thosecapabilities to maximize advisors’ technology investments. Based on the success of the ArconsTechnology platform, we now serve over 100 organizations representing over $110 billion in assets,including some of the industry’s largest and best-known firms. Our agile culture enables us to be able toprovide a cost advantage in providing the industry’s leading technologies, a fast turnaround for customprojects and an emphasis on client service.
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