Integrations /Custodians & Portfolio Management
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Modern CRM integrated with a modern portfolio and reporting platform for an all-in-one experience.
Integrations /Custodians & Portfolio Management
Modern CRM integrated with a modern portfolio and reporting platform for an all-in-one experience.
Overview
Capitect offers modern, holistic performance reporting, flexible client billing, and personalized portfolio rebalancing tailored for today’s advisors and their clients. The integration with Wealthbox allow advisors to link clients from Capitect to contacts in Wealthbox to view account details all in one place.
Capitect accounts are shown on contact records in Wealthbox.“Automatically sending client portfolio data from Capitect to Wealthbox is a hugely popular integration feature with our customers. No matter how the client account gets into our system (custodian feed, held-away, or manual entry), this integration allows advisors to quickly view a summary of their client's net worth and portfolio directly in Wealthbox.”
Edwin Choi
CEO of Capitect
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