Captools/net

Investment Portfolio Management, ROI Performance Measurement and Performance Reporting software
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Overview
Captools
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.
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Captools/net
Captools/net
Captools/net
Captools/net
Core Features
Investment Management Features
  • Accounting Management
  • Asset Management
  • Benchmarking
  • Client Portal
  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Management
  • Reporting
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
Customer Reviews
0.0
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
Support
  • Phone
Knowledge Base
  • Help Guides
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