Press Coverage

Capitect has been honored as a finalist for WealthManagement.com's 2021 annual wards ("Wealthies"). We were recognized in the cryptocurrency category for our recently released integration with Coinbase accounts.

Fintech providers are partnering up to provide more crypto options for advisers to include digital assets in their portfolio management services.

Capitect, an advisor platform for client account performance reporting, billing, and rebalancing, announced it was integrating digital currency wallet Coinbase's open API in read-only mode to pull in and integrate client crypto data.

Innovative portfolio management technology platform adds industry-leading cryptocurrency trading venue to enable RIAs to include digital assets in their portfolio management services and operations.

Innovative portfolio management technology platform is offering a 50% discount for the first year to Oranj users looking for a new solution for account aggregation, performance reporting, client fee billing, and personalized portfolio rebalancing.

Innovative portfolio management technology platform is adding hundreds of advisors, while deploying integrations with leading technology firms, and being recognized as a multiple finalist in WealthManagement.com's industry rewards.

Capitect's innovative portfolio management technology platform recognized for Portfolio Architect as well as for Greg Yee as Chief Technology Officer of the Year by wealthmanagement.com

Capitect's innovative technology now automatically syncs data with RightCapital across custodian and held-away accounts; as well as manually entered assets and liabilities to streamline the financial planning and investment management process.

Capitect's innovative technology will be available directly to SSG's 1,600 independent RIAs to better personalize client portfolios, improve advisor productivity and enhance the client experience.

With over 5,500 responses, Bob Veres and Joel Bruckstein's survey on software applications used by financial advisors list Capitect highly under three categories.

Capitect is a relatively young company with big ambitions. They aim to take personalized portfolios to the next level by offering multi-level solutions that are open architecture, allowing financial advisors to keep their brand, investment strategies, custodians, and favorite technology tools.

Capitect's innovative technology will be integrated into ACP's proprietary comprehensive financial planning service suite to drive efficiencies and enhance client service.

When the XY Planning Network made available a new reporting and billing tool by young fintech firm Capitect to its advisors earlier this year, over 150 firms started using it within a few months.

Innovative portfolio management technology platform and fast-growing network of advisors experiencing high rates of adoption for technology partnership.

Innovative portfolio management technology platform recognized for “Rebalancing Technology” as well as for being a “Technology Disruptor.”‍