
1 - 10 employees
Founded 2014
💳 Fintech
🤝 B2B
🔌 API
Fintech • B2B • API
Capitect is a modern financial technology platform that provides performance reporting, billing, and portfolio rebalancing solutions tailored for financial advisors. It allows advisors to report and bill effortlessly across various account types, including custodial and cryptocurrency accounts. With features like personalized target portfolios, client fee billing, and account aggregation, Capitect aims to enhance the advisor-client relationship and streamline financial management processes.
🕒 April 29
Customer Success Associate at Capitect providing support and onboarding to wealth management firms remotely. Ensuring users are equipped to utilize the software effectively and gathering feedback.