Capitect

Modern Performance Reporting, Billing,
and Rebalancing For Advisors

Report and bill effortlessly on custodian, held-away, and even cryptocurrency accounts.

Capitect screenshot

Feature Highlights

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

  • Performance Reporting
  • Asset Allocation
  • Client Fee Billing
  • Client and Advisor Portal
  • Account Aggregation
  • Document Sharing
  • Personalized Target Portfolios
  • Flexible Rebalancing

As Seen In

Pricing for Reporting & Billing

Pay annually (12% off)
Pay monthly

Discover Starter

$125$110/ month

  • Up to 10 client households
  • Custodian feeds (Schwab, SSG, TDA)
  • Performance reporting (daily TWR and IRR)
  • Asset allocation reporting
  • Personalized target portfolios
  • Secure document sharing
  • Custom-branded client portal

Discover Standard

$240$211.20/ month

  • Up to 50 client households
  • Custodian feeds (Schwab, SSG, TDA)
  • Performance reporting (daily TWR and IRR)
  • Asset allocation reporting
  • Personalized target portfolios
  • Secure document sharing
  • Custom-branded client portal
  • Client fee billing
  • Performance benchmarks
  • Cost basis reporting (Schwab)

Discover Professional

$380$334.40/ month for first 100 households

+$118.80/ month for each additional 50 households

  • Up to 500 households
  • Custodian feeds (Schwab, SSG, TDA)
  • Performance reporting (daily TWR and IRR)
  • Asset allocation reporting
  • Personalized target portfolios
  • Secure document sharing
  • Custom-branded client portal
  • Client fee billing
  • Performance benchmarks
  • Cost basis reporting (Schwab)

Additional Options


  • Account Aggregation
    Account aggregation can be added to any plan and starts at $55 $48.40 / 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.


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