Capitect

@capitect

Get Modern Performance Reporting, Billing, and Rebalancing For #FinancialAdvisors

Los Angeles, CA

Capitect
@capitect
Apr 28, 2025
Tomorrow, our live training webinar will go over using account groups, entities, and account owners for client reporting. Hope to see you there! us02web.zoom.us/webinar/regist…
Capitect
@capitect
Nov 18, 2024
Tomorrow, our live training webinar will go over using custom assets and CSV imports to track assets manually. Here is the link to register: us02web.zoom.us/webinar/regist…
Capitect
@capitect
Oct 15, 2024
On our way to #XYPNLIVE. Look forward to seeing everyone in Minneapolis tomorrow!
Capitect
@capitect
Sep 20, 2023
Thanks for a great conference. See everyone next year! #XYPNLIVE
Capitect
@capitect
Sep 19, 2023
We support billing based on AUM tiers, flat fees, or even a combination of the two. 👍 #xypnlive
Lori Dietzler
@zgfinancial
Sep 19, 2023
Flat fee billing is available with @capitect (included with @XYPlanning stack). Thank you @TenonFinancial 👍🙌 #XYPNLIVE