Press Coverage
2021
WealthManagement.com Announces 2021 'Wealthies' Finalists
6/1/2021
Capitect has been honored as a finalist for WealthManagement.com's 2021 annual awards ("Wealthies"). We were recognized in the cryptocurrency category for our recently released integration with Coinbase accounts.
Fintechs partner up to give advisers access to crypto tools
4/5/2021
Fintech providers are partnering up to provide more crypto options for advisers to include digital assets in their portfolio management services.
Fund News Advisors Can Use: Morningstar Sees Risk in Cathie Wood’s ARKK
4/2/2021
Capitect, an advisor platform for client account performance reporting, billing and rebalancing, announced it was integrating digital currency wallet Coinbase's open API in read-only mode to pull in and integrate client crypto data.
Capitect Integrates With Coinbase for Cryptocurrency Performance Reporting, Billing, and Rebalancing
4/1/2021
Innovative portfolio management technology platform adds industry leading cryptocurrency trading venue to enable RIAs to include digital assets in their portfolio management services and operations.
2019
Capitect Experiencing Growing Momentum in the Advisor Technology Industry; Onboarded over 1/3 of XY Planning Network Members
9/10/2019
Innovative portfolio management technology platform is adding hundreds of advisors, while deploying integrations with leading technology firms, and being recognized as a multiple finalist in WealthManagement.com’s industry awards.
Capitect Named a Two-Time Finalist in the 2019 WealthManagement.com Industry Awards Program
6/26/2019
Capitect's innovative portfolio management technology platform recognized for Portfolio Architect as well as for Greg Yee as Chief Technology Officer of the Year by wealthmanagement.com.
Capitect and RightCapital Announce New Integration Connecting the Two Next-Generation Solutions
5/22/2019
Capitect’s innovative technology now automatically syncs data with RightCapital across custodian and held-away accounts; as well as manually entered assets and liabilities to streamline the financial planning and investment management process.
Shareholders Service Group and Capitect Announce a New Partnership to Provide Client Performance Reporting Technology
4/24/2019
Capitect’s innovative technology will be available directly to SSG’s 1,600 Independent RIAs to better personalize client portfolios, improve advisor productivity and enhance the client experience.
2019 Software Survey and Analysis from Bob Veres and Joel Bruckenstein Available Now
1/31/2019
With over 5,500 responses, Bob Veres and Joel Bruckenstein's survery on software applications used by financial advisors lists Capitect highly under three categories.
2018
Capitect: Portfolio Personalization Made Easy
12/18/2018
Capitect is a relatively young company with big ambitions. They aim to take personalized portfolios to the next level by offering multi-level solutions that are open architecture, allowing financial advisors to keep their brand, investment strategies, custodians, and favorite technology tools.
Alliance of Comprehensive Planners Partners with Capitect for Client Portal and Performance Reporting Technology
11/7/2018
Capitect’s innovative technology will be integrated into ACP’s proprietary comprehensive financial planning service suite to drive efficiencies and enhance client service.
How this young fintech won advisors over
7/18/2018
When the XY Planning Network made available a new reporting and billing tool by young fintech firm Capitect to its advisors earlier this year, over 150 firms started using it within a few months.
Capitect and XY Planning Network’s Technology Partnership Reaches Milestone for Technology Adoption
6/20/2018
Innovative portfolio management technology platform and fast-growing network of advisors experiencing high rates of adoption for technology partnership.
Capitect Named a Two-Time Finalist in the 2018 wealthmanagement.com Industry Awards Program
6/4/2018
Innovative portfolio management technology platform recognized for “Rebalancing Technology” as well as for being a “Technology Disruptor.”