Capitect

Modern Performance Reporting, Billing,
and Rebalancing For Advisors

Everything you need from a portfolio management system. None of what you don't.

Solutions at a Glance

Founded by a successful advisor, Capitect offers modern performance reporting, client billing,
and rebalancing tailored for the needs of advisors.

Performance Reporting

Modern, Holistic Performance Reporting

Beautifully report performance and asset allocation
with dynamic, always up-to-date charts.

Client Billing

Flexible Client Fee Billing

Easily bill on custodian and held-away accounts
using your fee schedules.

Personalized Rebalancing

Personalized Portfolios Your Clients Deserve

Visually build each client a custom portfolio
using your own investment strategies.

As Seen In

Platform Highlights

Capitect offers modern, holistic performance reporting, flexible client billing, personalized portfolio rebalancing tailored for the needs of today's advisors and their clients.

Everything you need from a portfolio management system. None of what you don't.

  • Performance Reporting
  • Client Fee Billing
  • Client and Advisor Portal
  • Account Aggregation
  • Document Sharing
  • Goal Tracking
  • Custom Asset Class Trees
  • Personalized Portfolios
  • 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

Lead Engineer

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

James Choi

Designer

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

Pricing for Reporting & Billing

Discover Starter

$125/ month

  • Up to 10 client households
  • Automated custodian feeds (TDA, Schwab)
  • Performance reporting (daily TWR and IRR)
  • Asset allocation reporting
  • Secure document sharing
  • Custom branding

Discover Standard

$225/ month

  • Up to 50 client households
  • Automated custodian feeds (TDA, Schwab)
  • Performance reporting (daily TWR and IRR)
  • Asset allocation reporting
  • Secure document sharing
  • Custom branding
  • Client fee billing
  • Cost basis reporting

Discover Professional

$350/ month for first 100 households

+ $125 / month for each additional 50 households

  • Up to 500 households
  • Automated custodian feeds (TDA, Schwab)
  • Performance reporting (daily TWR and IRR)
  • Asset allocation reporting
  • Secure document sharing
  • Custom branding
  • Client fee billing
  • Cost basis reporting
  • Performance benchmarks (coming soon)

Additional Options


  • Account Aggregation
    Account aggregation can be added to any plan and starts at $50 / month for the first 50 households.

  • Historical Data Migration
    Importing historical custodian files is complimentary. Data migration from other reporting systems starts at $50 / month of history.

  • Personalized Rebalancing
    Contact us for pricing on personalized portfolio rebalancing.

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

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


Thank you for your interest. We will be in touch with you shortly.