Model portfolios are dead.
Long live personalized portfolios.

Unique clients deserve unique portfolios. Let's transform your model portfolios into personalized portfolios.

Solutions at a Glance

Founded by a successful advisor, Capitect enables advisors to deliver personalized portfolios unique to each client by streamlining the portfolio construction and rebalancing process.


Client Portal

An Online Experience Your Clients Will Love
Beautifully report performance, aggregate accounts, and share documents.

Portfolio Architect

Personalized Portfolios Your Clients Deserve
Visually build each client a custom portfolio using your investment strategies.

Rebalance Architect

Delivered With Scale You Never Thought Possible
Implement 1,000 unique portfolios just as easily as 10 models.


As Seen On


InvestmentNewsRIABizMarketWatchFA MagazineMorningstarSchwab MarketSquare

Platform Highlights

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.

Our solution is completely open architecture, so you can deliver personalized portfolios while keeping your brand, your investment strategies, your custodian, and your favorite technology tools.


Account
Aggregation

Performance
Reporting

Document
Sharing

Goal
Tracking

Custom Asset
Class Trees

Build Your Own
Glide Paths

Build Your
Own Sliders

Flexible
Rebalancing

Block
Trading


Our Team

Our team has a unique mix of expertise in wealth management, Wall Street portfolio management, and Silicon Valley technology. Have a tough problem you need solved to grow your business? Challenge us.


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 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 Hironaga

Jon Hironaga

Lead Engineer

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

James Choi

Designer

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

What Advisors Are Saying


"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

Request a Demo

Give us your model portfolios, and let us transform them into personalized portfolios.

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