# Capitect

## Solutions at a Glance
Founded by a successful advisor, Capitect offers modern performance reporting, client billing, and rebalancing tailored for the needs of advisors.

### Performance Reporting
Modern, Holistic Performance Reporting
Beautifully report performance and asset allocation with dynamic, always up-to-date charts.

### Client Billing
Flexible Client Fee Billing
Easily bill on custodian and held-away accounts using your fee schedules.

### Personalized Rebalancing
Personalized Portfolios Your Clients Deserve
Visually build each client a custom portfolio using your own investment strategies.

## As Seen In
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## Pricing for Reporting & Billing
Pay monthly
Pay annually (1 month free)
All plans require a one year commitment.

### Discover Starter
$215/ month
- **Up to 10 client households**
- Custodian feeds (Schwab, Altruist, etc)
- Performance reporting (daily TWR and IRR)
- Custom asset classes
- Personalizable models
- Secure document sharing
- Custom-branded client portal

### Discover Standard
$385/ month
- **Up to 50 client households**
- Custodian feeds (Schwab, Altruist, etc)
- Performance reporting (daily TWR and IRR)
- Custom asset classes
- Personalizable models
- Secure document sharing
- Custom-branded client portal
- **Client fee billing**
- **Performance benchmarks**
- **Cost basis reporting (Schwab)**

### Discover Professional
$500/ month for first 100 households
+$100/ month for each additional 50 households
- **More than 50 client households**
- Custodian feeds (Schwab, Altruist, etc)
- Performance reporting (daily TWR and IRR)
- Custom asset classes
- Personalizable models
- Secure document sharing
- Custom-branded client portal
- Client fee billing
- Performance benchmarks
- Cost basis reporting (Schwab)
- **Firm-level API access**
More than **300 client households?** [Contact us](/content/l/morningstar-office/#contact-form/index.html).

### Additional Options
- Account Aggregation
Account aggregation can be added to any plan and starts at **$65 / month** for the first 50 households.

- Historical Data Migration
Importing historical custodian files is **complimentary**. Data migration fees are **fully waived** for Morningstar Office users.

- Personalized Rebalancing
[Contact us](/content/l/morningstar-office/#contact-form/index.html) for pricing on personalized portfolio rebalancing.

## What Advisors Are Saying
"Of the many account aggregators I've looked at, Capitect is by far the best-looking and most fully featured for its price. And it keeps getting better."

#### RIA Firm
Chicago, IL

"We are very happy with Capitect, but more importantly, our clients love it. I wish we had started using it earlier."

#### RIA Firm
Orlando, FL

"Ten years from now [mass personalization] will be the dominant way that financial advice is provided."

#### Bill Harris
Founder of Personal Capital
in 2016

## Schedule a Demo

## Find a time to meet with Capitect
### June 2026
Select a day in June

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Now displaying available times for June 15th.

##### Meeting location
Zoom

##### Meeting duration
1 hour

Now displaying start times for 1 hour blocks available on June 15th.

##### What time works best?
Showing times for **June 15, 2026**

UTC +00:00 Greenwich Mean Time

- 4:00 pm
- 6:00 pm

Questions? Email us at [info@capitect.com](mailto:info@capitect.com).