Capitect
Portfolio Management
active
Charlotte, USA
Community Ratings
Active Users
Former Users
Overall Rating
3.8
(2 ratings)Active: 2Former: 0
Features
4.1
(2 ratings)Active: 2Former: 0
Reliability
4.4
(2 ratings)Active: 2Former: 0
Performance
4.1
(2 ratings)Active: 2Former: 0
Security
3.9
(2 ratings)Active: 2Former: 0
Value for Money
4.4
(2 ratings)Active: 2Former: 0
Customer Service
4.3
(2 ratings)Active: 2Former: 0
Ease of Use
4.5
(2 ratings)Active: 2Former: 0
Integrations
3.9
(2 ratings)Active: 2Former: 0
Total Active Reviews: 2Total Former Reviews: 0
About Capitect
Capitect is a portfolio management software designed for financial advisors to streamline investment management and client reporting.
Pricing
This vendor doesn't list public pricing information.
Contact for PricingCategories
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Industry Focus
Financial Services
Key Features
Portfolio rebalancing
Client portal
Performance reporting
Fee billing
Account aggregation
Pros
Easy to use
Comprehensive reporting
Customizable dashboards
Cons
Limited integrations
Higher cost
Steep learning curve