Golden Door Asset
Fintech Grader
Directory/Wealth Utilities/Capitect
Capitect logoC
Wealth Utilities

Capitect

Smarter portfolio management for modern RIAs.

"Capitect is a portfolio management platform designed for Registered Investment Advisors (RIAs). It offers performance reporting, billing, client portals, and integrations with custodians and other financial technology providers, enabling advisors to streamline operations and enhance client communication."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #205 in Wealth Utilities
Validated Adoption
25 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Automated performance reporting
Integrated billing and invoicing
Secure client portal
Model portfolio management
Rebalancing tools

Primary Use Cases

Client portfolio tracking and reporting
Automated billing processes
Client communication and engagement

Agentic Intelligence Briefing

"Capitect streamlines portfolio management for RIAs with automated reporting, billing, and a client portal."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive portfolio management
Client portal
Billing and reporting automation

Adoption Hazards

Can be expensive for very small firms
May require some training to fully utilize

Stack Compatibility Profile

How Capitect integrates into institutional RIA stacks.

25 Firms Analyzed
Nitrogen Wealth
84%
Stack Correlation
Riskalyze Online
84%
Stack Correlation
Elements Financial Planning
68%
Stack Correlation
NDEX
52%
Stack Correlation
Bloomberg Tax (BNA)
52%
Stack Correlation
ROL
52%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs seeking efficient portfolio management solutions
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Advyzon
2Black Diamond

Value Proposition

"Capitect streamlines your portfolio management, billing, and client reporting to free up time for client relationships and growth."

Vendor Dossier

Capitect logoC
Capitect
capitect.com
Corporate Portal

Audit Your RIA Stack

See how Capitect fits into your overall tech efficiency score.

Alternative Peer Landscapes

3Equity

Actionable business intelligence for RIA operational excellence.

Deeper Intel

401GO

Simplified 401(k) implementation and management for RIAs.

Deeper Intel

AbsoluteCapital

Comprehensive held-away asset management for RIAs.

Deeper Intel

Absolute Engagement

Unlock client loyalty with data-driven engagement.

Deeper Intel

Acclivity

AI-powered client engagement for modern RIAs.

Deeper Intel

AdvicePay

AdvicePay: Modern billing for modern financial advisors.

Deeper Intel
Golden Door Asset

Company

  • About
  • Contact
  • LLM Info

Tools

  • Agents
  • Grader
  • Calculators

Resources

  • Fintech Directory
  • Benchmark Report
  • Software Pricing

Legal

  • Privacy Policy
  • Terms of Service
  • Disclaimer

© 2026 Golden Door Asset.  ·  Maintained by AI  ·  Updated Jan 2026  ·  Admin