At Capitect, we find that advisors and their clients are able to get up and running very easily due to our platform’s intuitive interface and our high-touch onboarding process
LOS ANGELES (PRWEB) November 23, 2020
Capitect, an innovative advisor technology platform, announced today it is offering a 50% discount for the first year on its portfolio management platform, including account aggregation, performance reporting, client fee billing, and personalized portfolio rebalancing, to users considering a transition from Oranj. The offer is intended to ease the transition for advisors seeking to migrate to a next generation solution quickly to avoid potential services gaps at this critical time of year.
“At Capitect, we find that advisors and their clients are able to get up and running very easily due to our platform’s intuitive interface and our high-touch onboarding process," said Edwin Choi, co-founder and CEO of Capitect. “We are able to seamlessly migrate an advisor’s history with their custodian due to the investments we’ve made over the years in building automated custodian integrations.”
“For advisors advising on a mix of custodian and held-away accounts, our platform fully supports performance reporting, client fee billing, and personalized portfolio rebalancing even on held-away accounts. This obviously is critical for advisors who take a more holistic approach to wealth management, as many of our users do.”
In recent months, Capitect has deployed numerous platform enhancements, such as a new market data and index provider for benchmarks, new integrations with various portfolio analytics including Riskalyze and Kwanti, and a new and improving PDF reporting engine for performance reports and client invoices.
Advisors who are interested in learning about the Capitect platform and migration options should contact Capitect to set up a personal demo and complimentary trial.
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.