Capitect Offers 50% Discount for the First Year on its Portfolio Reporting and Rebalancing Platform to Oranj Users
Summary
Capitect, an innovative advisor technology platform, announced today it is offering a 50% discount for the first year on its portfolio management platform, including account aggregation, performance reporting, client fee billing, and personalized portfolio rebalancing, to users considering a transition from Oranj. The offer is intended to ease the transition for advisors seeking to migrate to a next generation solution quickly to avoid potential services gaps at this critical time of year. This obviously is critical for advisors who take a more holistic approach to wealth management, as many of our users do.” In recent months, Capitect has deployed numerous platform enhancements, such as a new market data and index provider for benchmarks, new integrations with various portfolio analytics including Riskalyze and Kwanti, and a new and improving PDF reporting engine for performance reports and client invoices. 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. Capitect’s reporting solution is holistic, automated, and mobile-friendly to meet the demands of today’s clients.
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