Personalized Portfolios Have Arrived
To Future-Proof Your Practice
Let's transform your model portfolios into personalized portfolios.
An Online Experience Your Clients Will Love
Beautifully report performance, aggregate accounts, and share documents.
Personalized Portfolios Your Clients Deserve
Visually build each client a custom portfolio using your investment strategies.
Delivered With Scale You Never Thought Possible
Implement 1,000 unique portfolios just as easily as 10 models.
Build Your Own
"Of the many account aggregators I've looked at, Capitect is by far the best-looking and most fully featured for its price. And it keeps getting better."
- RIA Firm, Chicago, IL
"We are very happy with Capitect, but more importantly, our clients love it. I wish we had started using it earlier."
- RIA Firm, Orlando, FL
"Ten years from now [mass personalization] will be the dominant way that financial advice is provided."
- Bill Harris, Founder of Personal Capital, in 2016