Press Coverage



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’s industry awards.


Capitect Named a Two-Time Finalist in the 2019 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


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.

Technology Tools for Today

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.


WealthTech Club

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.

Financial Planning

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 Industry Awards Program


Innovative portfolio management technology platform recognized for “Rebalancing Technology” as well as for being a “Technology Disruptor.”


XY Planning Network Partners with Capitect: Flash briefing


In news from the XY Planning Network, the company announced it recently partnered with Capitect, a portfolio management software provider, to offer the client portal and performance reporting software to its nearly 600 members for no additional fee.


XY Planning Network Partners with Capitect to Offer Client Portal and Performance Reporting Technology to Members


Innovative, industry leading advisor technology from Capitect will be key offering for influential group of emerging advisors to help better attract and retain clients.

Nerd's Eye View

What This Week’s Market Volatility Teaches About Making Customized Portfolios For Every Client


Newer players like Capitect are building software to facilitate the creation of customized model portfolios for each client. And so, customized portfolios are becoming less of a technology barrier issue than they were in the past.