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
Signal Type
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ZI Rank
2
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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 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
