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/portfolio-center/#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 PortfolioCenter users.

- Personalized Rebalancing

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

[Get Started](/content/l/portfolio-center/#contact-form/index.html)

## 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).