Capitect

Modern Performance Reporting and Billing
For Zoe Financial Advisors

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

Capitect screenshot

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 Zoe Financial Pricing

Pay annually (12% off)
Pay monthly

Discover Starter

$125$88/ 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$189.20/ 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$312.40/ month for first 100 households

+$135/ 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.