XY Planning Network Partners with Capitect: Flash briefing
In news from the XY Planning Network, the company announced it recently partnered with Capitect, a portfolio management software provider, to offer the client portal and performance reporting software to its nearly 600 members for no additional fee.
XY Planning Network Partners with Capitect to Offer Client Portal and Performance Reporting Technology to Members
Innovative, industry leading advisor technology from Capitect will be key offering for influential group of emerging advisors to help better attract and retain clients.
What This Week’s Market Volatility Teaches About Making Customized Portfolios For Every Client
Newer players like Capitect are building software to facilitate the creation of customized model portfolios for each client. And so, customized portfolios are becoming less of a technology barrier issue than they were in the past.
The Latest In Financial Advisor #FinTech (December 2017)
For those who want to adapt customized model portfolios for each client, the addition of a rebalancing solution makes Capitect’s software much more practically implementable (and scalable) for advisors.
Capitect Using Technology to Deliver 'Mass Personalization' to Portfolios
Software could disrupt model marketplaces and increase value of investment management.
New Capitect Tools Promise To Scale Personalized Client Portfolios
The platform outwardly opposes how most advisors use model portfolios.
Capitect Launches New Portfolio Construction and Rebalancing Technology Solution
Innovative portfolio management technology platform enables advisors to leverage “mass customization” to create personalized portfolios for each and every client in an efficient and scalable way.
Weekend Reading for Financial Planners (Aug 19-20)
A look at the latest updates of the Capitect client portal (and increasingly, performance reporting and rebalancing) software.
Ep #110: Alan & Kitces Unhinged - E&O Insurance, Serving Multiple Niches, & More!
The case for and against sending performance reports to your clients.
Quick Takes: An Update on Capitect
Where Capitect really shines is in the creation of portfolios and model portfolios. They employ sliders wherever possible that allow you to easily modify portfolio characteristics.
The software financial advisers say they can’t do without
Some companies offer stand-alone client portals that gather all of them in one place, making them available for viewing and updating.
The journey from financial advisers to tech entrepreneurs
Capitect introduced its client portal in February 2016 after about 14 months under development.
What’s New In Advisor Technology
While not robo-advisors, other firms that can provide a modern user experience for advisors or their clients include Capitect.
The year of the client portal
Four technology vendors introduced new products, including Capitect, which launched its only product at the conference: a client portal.