capsinc.com

What It Is

CAPS, Inc. was founded in 1996. Its products focus on organizing investment performance data, maintaining composites, and producing GIPS® Standards-compliant reports. It is not a general-purpose project management or BI tool; rather, it is a specialized system for asset managers, OCIO organizations, and similar firms that need to maintain composites, generate GIPS® reports, and prepare verification materials.

Core Features and Deployment

CAPS emphasizes “Performance Organized.” Its core capabilities include centralized portfolio maintenance, portfolio attribute classification, enforcement of firm rules and policies, and reducing errors in manual composite maintenance. On the reporting side, it covers GIPS® Reports, Outlier Analysis, Performance Reports, Risk Measures, Verification Extracts, and more. For OCIO use cases, it also supports quickly creating custom composites based on RFP requirements, calculating performance over specified periods, and configuring asset-weighted or equal-weighted metrics, dynamic composite benchmarks, and gross/net excess returns. For deployment, CAPS 2020 is offered as a desktop system requiring Windows 10 and SQL Server 2012 or later, with support for Citrix/VMWare virtualization. CompositeHub is a cloud-native SaaS product that supports major browsers and SSO.

Pricing, Integrations, and Security

The public materials do not disclose plans, pricing, billing models, payment methods, or a free trial; only a “Schedule Demo” option appears. For integrations, the content mentions “seamlessly integrates” and data integration needs, but does not list specific third-party systems, APIs, or developer documentation. Security and compliance information is also limited: apart from GIPS® business compliance and SSO, there is no mention of SOC 2, ISO certifications, encryption, audit logs, or similar controls.

Pros, Cons, and Best Fit

Its strengths are its strong vertical focus and the clear value it provides around GIPS® workflows, composite integrity, and verification reporting. Customer comments in the materials also highlight ease of use, straightforward implementation and maintenance, and responsive support. The downsides are limited public transparency, especially around pricing, security, APIs, and integration ecosystem. Its scope is also relatively narrow, making it a poor fit for general corporate reporting or standard investment portfolio dashboards.

China Access and Alternatives

Availability in mainland China, payment options, and service accessibility are not covered in the available materials, so they should be considered unknown. Chinese institutions planning to deploy it should specifically verify network connectivity, contract payment arrangements, cross-border data requirements, and local regulatory obligations. Potential alternatives include international systems such as Advent/SS&C, FactSet, Morningstar Direct, and SimCorp, or local financial IT vendors such as Hundsun Technologies and Kingdom Tech for asset management performance and compliance modules.