Our commitment to hiring only the most qualified individuals extends to our operations and administration staff who are available to answer questions and perform research as needed.

CAPIS prepares detailed daily and monthly reports that help our clients manage their business more effectively. Customized reports also can be developed to your specifications. Statements can be received by mail or accessed on the Secure Client Services section of our site.

Standard reports include:

• Detailed morning transaction blotter sorted by manager
• Preliminary monthly statements faxed early for FOCUS reporting
• Commission summary and reconciliation
• Month and YTD summary of commissions by manager
• Commission Recapture Segregated Funds report by account and manager
• Detailed transaction blotter by each individual account number