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.
