Capitect

About

Founded by a successful advisor, the Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process through advanced engineering and innovative design. Going above and beyond simple model portfolios, Capitect enables advisors to deliver personalized portfolios unique to each client’s circumstances, goals and objectives using the advisor’s own investment strategies. Capitect’s complete solution includes mobile-friendly client portal and reporting, portfolio construction tools that allow for infinite drill down and customization, and ongoing rebalancing technology and services. Embraced by leading advisors and integrated with the industry’s leading custodians and technology applications, Capitect’s sophisticated technology is disrupting traditional portfolio management approaches.

Contacts

Products / Services

  • Performance Reporting
  • Client Fee Billing
  • Client and Advisor Portal
  • Account Aggregation
  • Document Sharing
  • Goal Tracking
  • Custom Asset Class Trees
  • Personalized Portfolios
  • Flexible Rebalancing
  • Block Trading

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 1
Partnership: 0
At IEX, we’re on a mission to inspire fairness and innovation by creating technology that levels the playing field. Our...
Integrations: 2
Partnership: 0
WealthConductor LLC was founded in 2017 by advisors with decades of experience in the retirement marketplace. We are passionate about...
Integrations: 31
Partnership: 0
The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its...
Integrations: 2
Partnership: 0
Kwanti offers comprehensive, institutional-caliber portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti...
Integrations: 16
Partnership: 0
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers...
Integrations: 3
Partnership: 0
Built for productivity, Morningstar Advisor Workstation supports advisors with the latest Morningstar investment data, tools, and reports to serve existing...
Integrations: 21
Partnership: 0
BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40...
Integrations: 79
Partnership: 0
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation...
Integrations: 13
Partnership: 0
Financial Services Cloud is an integrated platform designed to drive stronger client relationships that last generations. Powered by Lightning, Financial...
Integrations: 6
Partnership: 0
Shareholders Service Group (SSG) provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs). SSG provides a full...
Integrations: 31
Partnership: 0
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries. For more than 40 years, TD Ameritrade...
Integrations: 6
Partnership: 0
Yodlee is the leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. We are...
Integrations: 33
Partnership: 0
RightCapital provides a revolutionary financial planning tool that digitizes and redefines the financial planning experience. Using cutting edge technology, RightCapital...
Integrations: 53
Partnership: 0
MoneyGuidePro Financial Planning Software has been selected seven years in a row by the Financial Planning Magazine Technology Survey as...
Integrations: 38
Partnership: 0
Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and empowers advisors...

Partnership

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