The core of CAPAnalysis is a proprietary software called CAPAct
We have designed an intuitive set of tools combined with the proper algorithms to consistently track the data provided in each and every one of your transactions.
We apply this methodology to two types of investments:
On top of these two categories, we can collect and tag all your expenses.
Our analysis brings factual financial context to your managers' performances
Efficiency
An efficient standardisation of your transations booking for all your financial and non financial investments.
Innovation
Our innovative system enables us to monitor your wealth and publish monthly ad hoc readable synthetic reports.
Staging your risks
We assess in real time the performance of your investments to markets.
Fees & taxes
We harmonize your financial costs and codify your various income and expenses by beneficiary and cost center.