Modern Performance Reporting, Billing,
and Rebalancing For Advisors
Everything you need from a portfolio management system. None of what you don't.
Solutions at a Glance
Founded by a successful advisor, Capitect offers modern performance reporting, client billing,
and rebalancing tailored for the needs of advisors.
Performance Reporting
Modern, Holistic Performance Reporting
Beautifully report performance and asset allocation
with dynamic, always up-to-date charts.
Client Billing
Flexible Client Fee Billing
Easily bill on custodian and held-away accounts
using your fee schedules.
Personalized Rebalancing
Personalized Portfolios Your Clients Deserve
Visually build each client a custom portfolio
using your own investment strategies.
As Seen In
Platform Highlights
Capitect offers modern, holistic performance reporting, flexible client billing, personalized portfolio rebalancing tailored for the needs of today's advisors and their clients.
Everything you need from a portfolio management system. None of what you don't.
- Performance Reporting
- Client Fee Billing
- Client and Advisor Portal
- Account Aggregation
- Document Sharing
- Goal Tracking
- Custom Asset Class Trees
- Personalized Portfolios
- Flexible Rebalancing
- Block Trading
Our Executive 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
Co-Founder
- Senior Product Manager at Bill.com
- Engineering Manager at Lockheed Martin
- MBA from Carnegie Mellon University
- BS Electrical Engineering from UC San Diego
Pricing for Reporting & Billing
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
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
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.