Feature Highlights

Capitect offers modern, holistic performance reporting, flexible client billing, and personalized portfolio rebalancing tailored for today's advisors and their clients.

• Performance Reporting
• Asset Allocation
• Client Fee Billing
• Client and Advisor Portal
• Account Aggregation
• Document Sharing
• Personalized Target Portfolios
• Flexible Rebalancing

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 from other reporting systems starts at $50 / month of history.

• Personalized Rebalancing

Contact us 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

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.