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.

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 PortfolioCenter users.

• Personalized Rebalancing

Contact us for pricing on personalized portfolio rebalancing.

Get Started

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

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.