The Modern Way to Manage your Clients

Harness their data. Collaborate online. Deliver better advice.

Features

Capitect is a client dashboard that enables financial advisors to easily provide a more modern client experience.


Account Aggregation

Enable your clients to track their living balance sheet. Monitor all of your clients’ accounts in one place.

Portfolio Reporting

Provide easy-to-use performance and asset allocation reports — even on held-away accounts.

Document Sharing

Share documents securely with your clients. Publish firm-level documents across your whole practice.


As Seen On


Schwab MarketSquare InvestmentNews RIABiz

Our Team


Edwin

Edwin Choi

Co-Founder, CEO

  • Advisor at Mariposa Capital Management
  • Derivatives Trader at Merrill Lynch
  • MS Financial Math from NYU
  • BS Mechanical Engineering from UC Berkeley
Greg

Greg Yee

Co-Founder

  • Senior Product Manager at Bill.com
  • Engineering Manager at Lockheed Martin
  • MBA from Carnegie Mellon University
  • BS Electrical Engineering from UC San Diego
Jonathan

Jonathan Hironaga

Jon Hironaga

Lead Engineer

  • Co-Founder and Lead Engineer at HealthyOut (acquired)
  • Senior Software Engineer at Lockheed Martin
  • BS Electrical Engineering and Computer Sciences from UC Berkeley
James

James Choi

Designer

  • Lead Designer at ITU
  • BA Computing and the Arts from UC San Diego

Request a Demo

Email us at info@capitect.com or submit the form below.