We are reinventing the portfolio construction and rebalancing process to enable advisors to truly personalize portfolios for their clients.
LOS ANGELES (PRWEB) November 08, 2017
Capitect, an innovative advisor technology platform, announced today the launch of Portfolio Architect and Rebalance Architect, a comprehensive portfolio construction and rebalancing solution. Portfolio Architect enables advisors to construct personalized portfolios unique to each client using the advisors’ own investment strategies, while Rebalance Architect is the industry’s first rebalancing system designed to automatically rebalance portfolios customized to each client, enabling advisors to go above and beyond model portfolios.
Together, Portfolio Architect and Rebalance Architect create a unified system for delivering portfolio management services on a personal level, a process that historically was not feasible due to the focus on simple model portfolio rebalancing, limited technologies, and manual processes.
“We are reinventing the portfolio construction and rebalancing process to enable advisors to truly personalize portfolios for their clients,” said Edwin Choi, co-founder and CEO of Capitect. “Historically, advisors were limited to just providing a half-dozen or so model portfolios that their clients had to fit into, due to the lack of a scalable technology solution, which in today’s environment is rapidly being commoditized. As the industry continues to change, this ‘mass personalization’ approach will become the new standard for advisors offering portfolio management services to clients.”
Capitect’s Portfolio Architect enables advisors to digitize their investment strategies using any number of asset classes and sub-asset classes, which allow for “infinite drill down.” Via innovate user interface design and fully customizable sliders, advisors can define any number of scenarios and factors to systematically personalize portfolios to each client’s circumstances, goals and objectives.
Capitect’s Rebalance Architect enables advisors to automate and streamline the rebalancing process, whether an advisor has 10 or even 1,000 unique target portfolios. Advisors are able to calculate, review, override, aggregate, and allocate trades before submitting them to their custodian through an intuitive, easy to use process with just a few clicks.
As the wealth management industry continues to be impacted by the further commoditization of portfolio management services by low-cost robo advisors and online discount brokers, advisors will need to continue to differentiate themselves to maintain their premium pricing.
“With Capitect, advisors now have a powerful communication platform to show how their personalized approach adds value, differentiates their service model, and reinforces their personal, relationship-based approach,” Choi said. “We have been very honored by the reception of our new capabilities and look forward to continuing to invest in the Capitect platform.”
Capitect will be an exhibitor at the upcoming Schwab IMPACT conference, to be held in Chicago, IL, November 14-17, 2017. Attendees will be able to see a live demo of the new Portfolio Architect and Rebalance Architect, as well as meet with Capitect’s CEO, Edwin Choi.
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 advisors’ 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. To learn more, visit us at http://www.capitect.com.