Captools/net
Investment Portfolio Management, ROI Performance Measurement and Performance Reporting software
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.
Licensing & Deployment
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Cloud Hosted
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Web-based
Support
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Phone
Knowledge Base
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Help Guides
Captools/net Core Features
Focus of Investment Management Feature
- Accounting Management
- Asset Management
- Benchmarking
- Client Portal
- Data Import/Export
- Fund Management
- Investment Tracking
- Modeling & Simulation
- Performance Metrics
- Portfolio Management
- Reporting
Captools/net Pricing
Pricing Type
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Flat Rate
Free Version
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Yes
Free Trial
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More than 30 days Trial
Payment Frequency
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Annual Subscription
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Quote Based
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Free
Plans & Packages
Standard
$600 Per Year
