Capitect

Capitect is a technology company founded in 2015 that builds an open-architecture SaaS platform for independent registered investment advisors (RIAs). The platform is designed to help advisory firms modernise the way they construct, manage and report on client portfolios, while allowing them to retain their own brand identity, preferred custodians and existing technology stacks. It was founded by a practising financial adviser who identified shortcomings in the portfolio reporting, billing and rebalancing tools then available to the industry.

The product suite centres on the Capitect Platform, a comprehensive SaaS offering for personalised portfolio management. Its components include a performance reporting module that calculates time-weighted returns (TWR) and internal rates of return (IRR) on a daily basis; a flexible client fee billing solution covering both custodian and held-away accounts; and portfolio rebalancing tools supporting portfolio construction and ongoing management.

Technical work at the company spans SaaS platform development within the fintech and wealthtech space. Specific areas of focus include performance reporting and financial calculations, billing automation, portfolio rebalancing algorithms, open-architecture software design, and integrations with third parties such as custodians and crypto platforms. The company operates in the wealth management and financial services technology verticals, serving registered investment advisors and the wider financial advisory market.