Alliance of Comprehensive Planners Partners with Capitect for Client Portal and Performance Reporting Technology

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Capitect’s innovative technology will be integrated into ACP’s proprietary comprehensive financial planning service suite to drive efficiencies and enhance client service

ACP and Capitect Partnership

Advisor members of ACP will be able to access a customized version of Capitect’s leading technology as part of their membership at a discounted rate. Capitect’s solution includes portfolio reporting for performance and asset allocation, client fee billing, and account aggregation.

Capitect, an innovative advisor technology platform, and the Alliance of Comprehensive Planners (ACP) announced today a partnership wherein Capitect will provide client portal and performance reporting technology to the organization’s members. Advisor members of ACP will be able to access a customized version of Capitect’s leading technology as part of their membership at a discounted rate. Capitect’s solution includes portfolio reporting for performance and asset allocation, client fee billing, and account aggregation.

“We are excited to partner with an organization such as ACP because their members truly embody the ideal that clients come first. In meeting their high standards, we believe our solution will only grow to be more effective in enabling advisors to better serve their clients,” said Edwin Choi, CEO of Capitect.

Capitect’s solution provides up-to-date portfolio reporting designed for online and mobile access for both advisors and their clients, without the need for paper documents or pdf files. Capitect’s holistic reporting enables advisors to be able to report and bill on both advisor-managed and held-away assets in an automated fashion, saving time and increasing revenues.

Founded in 1995 by JD / CFP Bert Whitehead, ACP’s vision is to be a leading community of independent financial planners committed to success through ethics and innovation. By leveraging the ACP Success Program, advisors gain key skills, knowledge and planning tools to create sustaining and profitable businesses.

“As part of our proven ACP Success Program, our mission is to provide our advisor members with the tools, resources and technology that they need to best serve their clients,” said Joanne Warren, Executive Director of ACP. “As technology continues to create new ways to run businesses more efficiently and at scalable we are very excited to include the innovative technologies from Capitect that will enable our members to continue to thrive.”

About Capitect

Founded by a successful advisor, the Capitect platform provides a technology solution to streamline the performance reporting, client billing, and portfolio rebalancing processes through advanced engineering and innovative design. Capitect’s reporting solution is holistic, automated, and mobile-friendly to meet the demands of today’s clients. 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 rebalancing solution includes 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.

Media Contact for Capitect
Timothy D. Welsh
Nexus Strategy, LLC
415-847-4874
tim(at)nexus-strategy.com
@NexusStrategy

About The Alliance Of Comprehensive Planners (ACP)
The Alliance of Comprehensive Planners (ACP) is a community of tax-focused financial planners who provide comprehensive planning strategies for their clients on a fee-only retainer basis. ACP members are required to maintain the CFP® or CPA/PFS (or equivalent) designation, complete ACP's rigorous training program, and meet some of the highest continuing education requirements in the industry. To learn more about this fiduciary network or to find a certified ACP member, visit http://www.ACPlanners.org.

Media Contact for ACP:
Leesy Palmer or Marie Swift
Impact Communications, Inc.
800-974-7753
ImpactMediaManager(at)ImpactCommunications.org
@marieswift

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Timothy Welsh
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