Capitect: Modern Performance Reporting, Billing, and Rebalancing For Advisors. Report and bill effortlessly on custodian, held-away, and even cryptocurrency accounts.
ABOUT Capitect “Founded by a practicing advisor, Capitect provides modern technology to streamline the performance reporting, client billing, and portfolio rebalancing processes. Capitect’s reporting is holistic, automated, and mobile-friendly to meet the demands of today’s clients. Going beyond model portfolios, Capitect’s rebalancing solution enables advisors to deliver personalized portfolios unique to each client using the advisor’s own strategies.“
WHAT ARE THE INTEGRATION POINTS BETWEEN CAPITECT AND REDTAIL CRM?
Integration points between Capitect and Redtail include the ability to pull client households and underlying users from Redtail without the advisor having to manually enter them. The advisors can pick and choose some or all households and underlying users.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.