Founded by a successful advisor, Capitect offers modern performance reporting, client billing, and rebalancing tailored for the needs of advisors.

Performance reporting
Modern, holistic performance reporting.
Beautifully report performance and asset allocation with dynamic, always up-to-date charts.

Client billing
Flexible client fee billing.
Easily bill on custodian and held-away accounts using your fee schedules.

Personalized rebalancing
Personalized portfolios your clients deserve.
Visually build each client a custom portfolio using your own investment strategies.

Capitect offers modern, holistic performance reporting, flexible client billing, personalized portfolio rebalancing tailored for the needs of today's advisors and their clients.

Everything you need from a portfolio management system. None of what you don't.