WealthManagement.com Announces 2021 'Wealthies' Finalists
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
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
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
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.
Capitect Offers 50% Discount for the First Year on its Portfolio Reporting and Rebalancing Platform to Oranj Users
Innovative portfolio management technology platform is offering a 50% discount for the first year to Oranj users looking for a new solution for account aggregation, performance reporting, client fee billing, and personalized portfolio rebalancing.
Capitect Experiencing Growing Momentum in the Advisor Technology Industry; Onboarded over 1/3 of XY Planning Network Members
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
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
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
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
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.
Capitect: Portfolio Personalization Made Easy
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
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
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
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
Innovative portfolio management technology platform recognized for “Rebalancing Technology” as well as for being a “Technology Disruptor.”