John Norwood Consulting
Business Consulting
Why pick this one
John Norwood Consulting has over 30 years of experience in portfolio management systems and is certified by The Spaulding Group.
Best for
- firms needing GIPS-compliant portfolio management
- operations looking to automate composite reporting and analysis
Look elsewhere if
- smaller firms with budget constraints
- non-investment related consulting needs
Specialties
- compliance with Global Investment Performance Standards (GIPS)
- composite creation and maintenance
- portfolio outlier analysis
- comprehensive reporting
Certifications
- certified by The Spaulding Group
What makes them different
- CompositeBuilder eliminates ad hoc workarounds in portfolio management
- integrates with Advent Axys, APX, Black Diamond, Tamarac, PortfolioCenter
- provides a complete audit trail for composite membership changes
- offers robust error checking and comprehensive analytics
- Response time
- one-click verification extract
- Years in business
- 30 plus years
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 6401 Litchford Rd, Raleigh, NC 27615
- Phone
- (919) 413-0322
- Website
- http://www.norwood-consulting.com
- support@compositebuilder.com
Services
- business consulting
- portfolio management systems
- performance measurement