Modern Performance Reporting and Billing
For XYPN Members
Get started with exclusive discounts for XYPN members.
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
Exclusive XYPN Pricing
All plans require a one year commitment.
Discover Starter
$215$150/ month
- Up to 10 client households
- Custodian feeds (Schwab, Altruist, etc)
- Performance reporting (daily TWR and IRR)
- Custom asset classes
- Personalizable models
- Secure document sharing
- Custom-branded client portal
- Client fee billing (XYPN Exclusive)
Discover Standard
$385$320/ month
- Up to 50 client households
- Custodian feeds (Schwab, Altruist, etc)
- Performance reporting (daily TWR and IRR)
- Custom asset classes
- Personalizable models
- Secure document sharing
- Custom-branded client portal
- Client fee billing
- Performance benchmarks
- Cost basis reporting (Schwab)
Discover Professional
$500$435/ month for first 100 households
+$100/ month for each additional 50 households
- More than 50 client households
- Custodian feeds (Schwab, Altruist, etc)
- Performance reporting (daily TWR and IRR)
- Custom asset classes
- Personalizable models
- Secure document sharing
- Custom-branded client portal
- Client fee billing
- Performance benchmarks
- Cost basis reporting (Schwab)
- Firm-level API access
Additional Options
Account Aggregation
Account aggregation can be added to any plan and starts at $65 / 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
Get Started
Questions? Email us at info@capitect.com.