Modern Performance Reporting, Billing,
and Rebalancing For Advisors
Report and bill effortlessly on custodian, held-away, and even cryptocurrency accounts.
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
Discover Starter
$165$145.20/ month
- Up to 10 client households
- Custodian feeds (Schwab, Altruist, etc)
- Performance reporting (daily TWR and IRR)
- Asset allocation reporting
- Personalized target portfolios
- Secure document sharing
- Custom-branded client portal
Discover Standard
$325$286/ month
- Up to 50 client households
- Custodian feeds (Schwab, Altruist, etc)
- 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
$425$374/ month for first 100 households
+$79.20/ month for each additional 50 households
- Up to 300 households
- Custodian feeds (Schwab, Altruist, etc)
- 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$60$52.80 / 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.