Captools/net

Investment Portfolio Management, ROI Performance Measurement and Performance Reporting software

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Verified Profile
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.
Captools

Screenshot & Video

1/3

LICENSING & DEPLOYMENT

  • Cloud Hosted
  • Web-based

SUPPORT

  • Phone

Knowledge Base

  • Help Guides

Captools/net Core Features

Investment Management

  • 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

  • Flat Rate

Free Version

  • Yes

Payment Frequency

  • Annual Subscription
  • Quote Based
  • Free
Vendor pricing page
  • More than 30 days Trial

Plans & Packages

Standard
$600 Per Year

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