Capitect
Performance reporting, billing and rebalancing platform for advisers.
capitect.comCapitect provides daily performance reporting, fee billing, rebalancing, client and advisor portals and account aggregation. The site says it covers custodial and held-away accounts, and lists Schwab and Altruist among its feeds.
Third-party listings place the company in Pasadena, California, and give a 2014 founding.
What it does
- Performance reporting
- Fee billing
- Rebalancing
- Client portal
- Account aggregation
Works with
Custodians
- Schwab
- Altruist
As listed by Capitect.
Coverage
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