Captools/net

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Deployment

Web-based

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Overview

About Captools/net

Captools/net is the third generation of investment portfolio management, ROI performance measurement and performance reporting software from Captools Company for investment advisors, money managers, broker/dealers, family offices and others entrusted with managing investment assets. Employing a client/server architecture and utilizing MS-Windows web-server and SQL database technologies, Captools/net delivers a powerful, scalable, and cost-effective investment tracking and client-reporting system.

Because Captools/net operates and stores its data on your hardware, it ensures that you maintain control of your valuable client and investment data.

At a glance

Software information

Industries served, licensing and the support Captools/net provides.

Licensing

  • Annual Subscription
  • Quote Based
  • Free
  • Free trial
  • Free version

Support

  • Phone
  • Email
  • Business Hours

Training

  • Help Guides

Knowledge Base

  • Help Guides
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Capabilities

Captools/net features

The full feature set, grouped by module.

Investment Management Software

  • Accounting Management
  • Asset Management
  • Benchmarking
  • Client Portal
  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Management
  • Reporting

Plans

Captools/net pricing

Price Type
Year
Free Version
Yes
Payment Frequency
Annual Subscription, Quote Based, Free
Free Trial
60 Days
Standard$600 / year

Media

Screenshots & video