Capitect

Personalized portfolios have arrived to future-proof your practice. Let's transform your model portfolios into personalized portfolios. Founded by a successful advisor, the Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process through advanced engineering and innovative design. Going above and beyond simple model portfolios, Capitect enables advisors to deliver personalized portfolios unique to each client’s circumstances, goals and objectives using the advisor’s own investment strategies. Capitect’s complete solution includes mobile-friendly client portal and reporting, portfolio construction tools that allow for infinite drill down and customization, and ongoing rebalancing technology and services. Embraced by leading advisors and integrated with the industry’s leading custodians and technology applications, Capitect’s sophisticated technology is disrupting traditional portfolio management approaches. To learn more, visit us at www.capitect.com.

网站

https://www.capitect.com

Capitect的外部链接

所属行业

IT 服务与咨询

规模

2-10 人

总部

Pasadena，California

类型

私人持股

创立

2014

领域

Client Portal、Performance Reporting、Personalized Portfolios、Rebalancing、Account Aggregation、Document Sharing和Client Billing