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.
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.
As Seen In
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 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.
- Advisor at Mariposa Capital Management
- Derivatives Trader at Merrill Lynch
- MS Financial Math from NYU
- BS Mechanical Engineering from UC Berkeley
- Senior Product Manager at Bill.com
- Engineering Manager at Lockheed Martin
- MBA from Carnegie Mellon University
- BS Electrical Engineering from UC San Diego
- Co-Founder and Lead Engineer at HealthyOut (acquired)
- BS Electrical Engineering and Computer Sciences from UC Berkeley
- 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."
"We are very happy with Capitect, but more importantly, our clients love it. I wish we had started using it earlier."
"Ten years from now [mass personalization] will be the dominant way that financial advice is provided."
Founder of Personal Capital
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