Modern Portfolio Reporting
For XYPN Members

Mobile-friendly, holistic portfolio reporting built for Gen X and Y clients.


At a Glance

Founded by a successful advisor, Capitect enables advisors to easily report and bill on both custodian and held-away accounts without having to generate PDF reports.


Report Performance

Mobile-Friendly, Automated Reporting
Beautifully report performance and asset allocation with dynamic charts, not PDFs.

Bill Clients

Flexible Client Fee Billing
Easily bill clients using tiered AUM schedules, flat fees, or a combination of the two.

Aggregate Accounts

Holistic Reporting for Holistic Advice
Report and bill on held-away accounts just as easily as custodian accounts.


As Seen In


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Exclusive XYPN Pricing

Discover Starter

$100 Free/ user / month

  • Up to 10 20 client households
  • Automated custodian feeds (TDA, Schwab)
  • Performance reporting (daily TWR and IRR)
  • Asset allocation reporting
  • Secure document sharing
  • Custom branding

Discover Standard

$175 $75/ user / 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 Premium

$300 $200/ user / month

  • Unlimited 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
  • Performance benchmarks (coming soon)
  • Multi-generational reporting

Add-ons


Account aggregation can be added for $50 / user / month.

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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

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