Personalized Portfolios Have Arrived
To Future-Proof Your Practice

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.

Reporting & Billing

Mobile-Friendly, Automated Reporting

Beautifully report performance and bill clients on custodian and held-away accounts.

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 In

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
  • Client Billing
  • 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


  • Senior Product Manager at
  • 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


  • Lead UI 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 or submit the form below to get started.

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