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Capitect

IT Services and IT Consulting

Specialities :
Client portal
Performance reporting
Personalized portfolios
Rebalancing
Account aggregation

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revenue-icon Revenue
< 1M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Capitect

What does Capitect do?+

Personalized portfolios have arrived to future-proof your practice. Lets transform your model portfolios into personalized portfolios. Founded by a successful advisor, the Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process through advanced engineering and innovative design. Going above and beyond simple model portfolios, Capitect enables advisors to deliver personalized portfolios unique to each clients circumstances, goals and objectives using the advisors own investment strategies. Capitects complete solution includes mobile-friendly client portal and reporting, portfolio construction tools that allow for infinite drill down and customization, and ongoing rebalancing technology and services. Embraced by leading advisors...

What are Capitect's specialties? +

Client portal,performance reporting,personalized portfolios,rebalancing,account aggregation,document sharing,and client billing

What is Capitect's industry? +

Capitect operates in the It services and it consulting industry.

What is Capitect's revenue? +

Capitect's revenue is < 1m

What is Capitect's company size? +

Capitect has 11 - 50 employees.

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