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Fintech Integration Marketplace / Wealth Management / Portfolio Management

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Capitect

Founded by a successful advisor, the Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process through advanced engineering and innovative design. Going above and beyond simple model portfolios, Capitect enables advisors to deliver personalized portfolios unique to each client’s circumstances, goals and objectives using the advisor’s own investment strategies. Capitect’s complete solution includes mobile-friendly client portal and reporting, portfolio construction tools that allow for infinite drill down and customization, and ongoing rebalancing technology and services. Embraced by leading advisors and integrated with the industry’s leading custodians and technology applications, Capitect’s sophisticated technology is disrupting traditional portfolio management approaches.

Website

http://www.capitect.com/

Contacts

https://www.linkedin.com/company/capitect/

https://twitter.com/capitect

Capitect
  • Performance Reporting
  • Client Fee Billing
  • Client and Advisor Portal
  • Account Aggregation
  • Document Sharing
  • Goal Tracking
  • Custom Asset Class Trees
  • Personalized Portfolios
  • Flexible Rebalancing
  • Block Trading
Capitect

Companies that integrate with Capitect

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
#Broker-Dealer Platforms #Custodial Platforms #Custodian #Financial Planning #Portfolio Management #Retirement Planning
IEX Group
IEX
Investors Exchange (IEX) is a stock exchange based in the United States.
#Trading
IncomeConductor
IncomeConductor
IncomeConductor is a revolutionary platform that provides the support advisors need to become retirement income specialists.
#Retirement Planning
Kwanti
Kwanti
Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers.
#Analytics #Investment Research
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Risk Profiling #Portfolio Management #Investment Research #Portfolio Reporting #Retirement Planning #Tax Planning
Morningstar
Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.
#Investment Research
Morningstar
Morningstar Advisor Workstation
Morningstar Advisor Workstation provides financial advisors with tools for investment planning, portfolio analysis, security research, and sales presentations.
#Investment Research #Analytics
Pershing
Pershing
BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers.
#Custodial Platforms #Annuities #Analytics #College Planning #Custodian #Financial Planning #Portfolio Accounting #Trading #Portfolio Management #Investment Research #Health Insurance #Retirement Planning #Portfolio Reporting #Lending
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM
RightCapital
RightCapital
RightCapital's innovative financial planning solution allows financial advisors to: • Differentiate their value for more clients. • Create a simple plan in as little as 10 minutes. • Empower themselves to evolve with planning needs.
#Financial Planning #Account Aggregation #College Planning #Investment Research #Retirement Planning #Tax Planning
Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
#Risk Profiling #Analytics #Rebalancing #Portfolio Management #Trading #Proposal Generation
Salesforce
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud is the world's #1 CRM solution, reimagined for financial services.
#CRM
Shareholders Service Group
Shareholders Service Group
Shareholders Service Group, Inc. is an asset custodian for independent registered investment advisors.
#Custodian
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
#Custodian #College Planning #Financial Planning #Portfolio Management #Trading #Investment Research #Retirement Planning
Envestnet Yodlee
Yodlee | Envestnet
Yodlee is the leading data aggregation and data analytics platform, enabling financial institutions and FinTech innovators to help their consumers live better financial lives through innovative products and services.
#Account Aggregation #Analytics

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