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Capitect Inc is a Los Angeles-based company that provides modern performance reporting, billing, and rebalancing solutions for financial advisors. Their comprehensive platform allows advisors to effortlessly report and bill on various types of accounts, including custodian, held-away, and even cryptocurrency accounts. With features like asset allocation reporting, personalized target portfolios, and secure document sharing, Capitect offers a holistic approach to portfolio management tailored for today's advisors and their clients. Capitect's pricing options range from their Discover Starter plan, which is suitable for up to 10 client households, to their Discover Professional plan, which can accommodate more than 300 households. Additional options such as account aggregation and personalized rebalancing can be added to any plan for an extra cost. With positive feedback from advisors across the country and recognition in the industry, Capitect is a trusted and reliable partner for financial professionals seeking efficient and personalized portfolio management solutions.Generated from the website

Kurt C Peterson Attorney

Kenneth A Goldman, ATY - Reed Smith LLP

Olivia Goodkin, ATY - Rutter Hobbs & Davidoff Inc

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