Capitect
Financial Software · California, United States · 1-10 Employees
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Overview
Headquarters
251 S Lake Ave Ste 800, Pasadena, Califo...Phone Number
(323) 375-2902Website
www.capitect.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
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About Capitect
Capitect provides modern performance reporting, flexible client billing, and personalized portfolio rebalancing specifically designed for financial advisors and their clients. Their services include account aggregation, secure document sharing, and customizable client portals, catering to various client household sizes. Capitect's pricing plans are structured to accommodate different needs, from small advisory firms to larger operations. The platform is recognized for its user-friendly interface and comprehensive features, making it a preferred choice among financial advisors.Explore more
Capitect Org Chart
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Capitect Tech Stack
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Capitect News & Media
Advisor Tech Platform Capitect Announces Integration With Coinbase
Capitect, a U.S.-based advisor technology platform, recently announced it has integrated with cryptocurrency platform Coinbase for digital currency performance reporting, billing, and rebalancing. Capitect reported that through the partnership its users are now able to connect directly to clients’ Coinbase accounts and vaults to pull data... Read More The post Advisor Tech Platform Capitect Announces Integration With Coinbase appeared first on Crowdfund Insider.Capitect Integrates With Coinbase for Cryptocurrency Performance...
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 (PRWeb April 01, 2021) Read the full story at https://www.prweb.com/releases/capitect_integrates_with_coinbase_for_cryptocurrency_performance_reporting_billing_and_rebalancing/prweb17828634.htmCapitect 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 (PRWeb November 23, 2020) Read the full story at https://www.prweb.com/releases/capitect_offers_50_discount_for_the_first_year_on_its_portfolio_reporting_and_rebalancing_platform_to_oranj_users/prweb17562860.htmCapitect 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 prestigious industry awards (PRWeb September 10, 2019) Read the full story at https://www.prweb.com/releases/capitect_experiencing_growing_momentum_in_the_advisor_technology_industry_onboarded_over_1_3_of_xy_planning_network_members/prweb16560900.htm
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Capitect provides modern performance reporting, flexible client billing, and personalized portfolio rebalancing specifically designed for financial advisors and their clients. Their services include account aggregation, secure document sharing, and customizable client portals, catering to various client household sizes. Capitect's pricing plans are... Read More
