Capitect Experiencing Growing Momentum in the Advisor Technology Industry; Onboarded over 1/3 of XY Planning Network Members
Summary
Capitect, an innovative advisor technology platform, announced today the growing momentum of its portfolio management, performance reporting and rebalancing system, including onboarding over a third of the XY Planning Network’s (XYPN) growing number of members. This fast rate of adoption is unprecedented in the independent wealth management industry, and speaks volumes about the ease of use, intuitiveness and functionality that Capitect provides. At the same time, Capitect has been named a finalist in two categories in the prestigious 2019 wealthmanagement.com Industry Awards Program. While Capitect’s Chief Technology Officer, Greg Yee was shortlisted as a finalist for CTO of the Year. We’ll be expanding our integration partners and continuing to make it easy to get up and running on Capitect so advisors can spend time on delivering personalized solutions to their clients.” Founded by a successful advisor, the Capitect platform provides a technology solution to streamline the performance reporting, client billing, and portfolio rebalancing processes through advanced engineering and innovative design.
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