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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 client’s circumstances, goals and objectives using the advisor’s own investment strategies. Capitect’s 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 and integrated with the industry’s leading custodians and technology applications, Capitect’s sophisticated technology is disrupting traditional portfolio management approaches. To learn more, visit us at www.capitect.com.
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 client’s circumstances, goals and objectives using the advisor’s own investment strategies. Capitect’s 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 and integrated with the industry’s leading custodians and technology applications, Capitect’s sophisticated technology is disrupting traditional portfolio management approaches. To learn more, visit us at www.capitect.com.
Location: United States, California, Pasadena
Employees: 1-10
Phone: +1 323-375-2902
Founded date: 2014
Mentions in press and media 3
| Date | Title | Description |
| 17.05.2022 | Capitect Adds Integration with Pontera to Enable Reporting, Billing, and Rebalancing of Held Away Assets | Advisors who use both platforms will be able to view data on these assets inside Capitect to build performance and asset allocation reports as part of holistic planning. LOS ANGELES and NEW YORK (PRWEB) May 17, 2022 Financial technology com... |
| 05.04.2021 | 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 partners... |
| 01.04.2021 | Capitect Integrates With Coinbase for Cryptocurrency Performance Reporting, Billing, and Rebalancing | As part of our mission to provide the most useful and innovative technology for advisors, we are thrilled to be among the first portfolio management platforms to integrate client cryptocurrency accounts into the key portfolio management ser... |