Vendor
Capitect
Capitect offers modern, holistic performance reporting, flexible client billing, and personalized portfolio rebalancing tailored for today's advisors and their clients.
Sector footprint
One company, every side of the market
WealthThis site
Capitect
Capitect offers modern, holistic performance reporting, flexible client billing, and personalized portfolio rebalancing tailored for today's advisors and their clients.
Capability matrix
| Capability | Capitect |
|---|---|
| Advisory Fee Billing | ● |
| Portfolio Management | ● |
| Proposal Generation | ● |
| Trading / Rebalancing | ● |
Parent organization
Capitect
Founded
2016
Scale
1 sector presence