Founded in 2016, Capitect offers a modern, holistic platform designed to empower financial advisors by streamlining key aspects of their practice. The company's core solution combines performance reporting, portfolio rebalancing, and fee billing into a single, cohesive system. By integrating these functions, Capitect aims to help advisors save time, reduce complexity, and deliver a superior client experience through features like custom-branded reports and a user-friendly client portal.

Founded in

United States