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:

Strategi Solutions, Inc.
Vivek Singh Jamwal
745 Atlantic Avenue
Boston, MA 02111

Longs Peak Advisory Services, LLC
Sean Gilligan
920 3rd Avenue
Longmont, CO 80501
(720) 917-9621

Cairn Investment Performance Consulting
Eric Johnson
228 E Main Street, Suite C
Medford, OR 97501
(541) 414-3123

Alpha Financial Markets Consulting
Michael Burns
575 Fifth Avenue
New York, NY 10017
Mobile: (917) 514-0503
Main: (212) 603-9307

Guardian Performance Solutions
Amy Jones
4500 9th Avenue NE, Suite 300
Seattle, WA 98105
(206) 456-2464

Kyza Performance Consulting
Debi Rossi
Medway, MA 02053
(503) 533-0677

Software Vendors: Here is a list of software firms that offer tools to support your firm’s claim of GIPS compliance.

SS&C Advent is laser-focused on helping our clients compete and thrive. Our solutions eliminate
boundaries 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 to
deliver 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 services
organizations worldwide. Together with our clients, we are continuing to transform the investment
management industry.


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 for
GIPS composite management and reporting. Built from a verifier’s perspective, the software has the
auditing features that verifiers appreciate and that easily integrate with your firm’s specific GIPS policies
and procedures. Check out our website for testimonials from a diverse set of clients.

Eagle’s advanced technologies can help you transform your business, so you can do more, more
efficiently. Some of the world’s most successful companies rely on our innovative data management,
investment accounting and performance measurement solutions to make smarter decisions.

FIS™ is the world’s largest global provider dedicated to financial technology solutions. FIS empowers the
financial 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 custom
services 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, money
management firms, investment consultancies, and pension plan sponsors.

John Norwood Consulting
John Norwood Consulting is the producer of CompositeBuilder™, a powerful suite of tools for the
creation, maintenance, and reporting of composite returns. CompositeBuilder tightly integrates with
either PortfolioCenter® or Axys® and is a proven solution for helping your firm become GIPS® compliant.

Opturo®, Latin for Optimal Management, is a financial software and consultancy firm specializing in
providing reliable, innovative, practical and cost effective Investment Management solutions backed by
extensive financial industry experience and state-of-the-art technology. We provide products and
services primarily in the areas of Performance, Risk, GIPS and Investment Process Automation.

Robust Technologies
Robust Technologies is a boutique firm offering high-end software and consulting services in investment
performance measurement, performance attribution, benchmark customization and GIPS® composites
performance presentation.

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.

StatPro is a global provider of award-winning portfolio analytics solutions for the investment
community. The group’s cloud-based platform provides vital analysis of portfolio performance,
attribution, risk, and compliance. This multi-asset-class analytics platform helps StatPro’s clients increase
assets under management, improve client service, meet tough regulations, and reduce costs. The
group’s integrated and global data coverage includes over 3.2 million securities and most families of
Composite System website link with all the features
List of contacts for a demo/ more information.

Wilshire Analytics is a leading worldwide provider of performance measurement analytics to portfolio
managers, mutual funds, insurance companies, pension funds and other financial institutions. We
deliver expertise, proprietary systems, proprietary analytical models and integrated data feeds that
allow our clients to incorporate GIPS-compliant calculation methodologies in in the context of their
global performance measurement workflow. Our commitment to delivering solutions that provide
actionable insight is realized throughout a suite of robust, time-tested products. Whether analyzing
performance based on holdings-based or transaction-based inputs, Wilshire Analytics provides clients
with 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 in
today’s competitive landscape. Ideal for performance and risk managers, as well as compliance and
marketing teams, Wilshire’s platform helps streamline workflows for the GIPS global composite
creation, management and reporting process. Realizing efficiencies means clients are free to focus fully
on growing the business on a scalable platform.

Customized Solutions:

Arcons Technology
Arcons Technology was founded in 1998 by experienced financial services technology professionals and
is transforming the billing and reporting process for wealth management firms. Our team pioneered
some of the industry’s core technologies while working at Advent Software and is now extending those
capabilities to maximize advisors’ technology investments. Based on the success of the Arcons
Technology 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 to
provide a cost advantage in providing the industry’s leading technologies, a fast turnaround for custom
projects and an emphasis on client service.

Free Subscription!

The Journal of Performance Measurement

The Performance Measurement Resource.

Click to Subscribe