Capitect Named a Two-Time Finalist in the 2018 wealthmanagement.com Industry Awards Program

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Innovative portfolio management technology platform recognized for “Rebalancing Technology” as well as for being a “Technology Disruptor”

Capitect’s Portfolio and Rebalance Architect enables advisors to go above and beyond simple model portfolios by delivering personalized portfolios unique to each client, while retaining the operational and scalability benefits of using a traditional rebalancing tool.

Capitect, an innovative advisor technology platform, announced today that it has been named a finalist in two categories in the prestigious 2018 wealthmanagement.com Industry Awards Program. With the launch of Capitect’s Portfolio and Rebalance Architect, a judging panel of industry veterans and thought leaders recognized the firm with a finalist designation in a competitive submission process of over 600 nominations as a Technology Disruptor and as a leader in Rebalancing Technology.

“Capitect’s Portfolio and Rebalance Architect enables advisors to go above and beyond simple model portfolios by delivering personalized portfolios unique to each client, while retaining the operational and scalability benefits of using a traditional rebalancing tool,” said Edwin Choi, CEO of Capitect.

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 innovative 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.

Capitect was short-listed by the judging panel in the category of Technology Providers – Rebalancing for, “A new product or platform that enhances advisors’ ability to efficiently rebalance portfolios,” as well as in the highly competitive category of Technology Disruptors that had over 40 submissions for, “A new technology innovation that will change how wealth management is delivered in the future.”

“We’ve had a very strong reception from the industry for Capitect across the wealth management space and we are extremely honored to be named a finalist this year,” said Choi. “We look forward to celebrating the winners at the gala event in New York City in September where the industry will gather for this unique event.”

About Capitect

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.

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Timothy Welsh
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