Captools/Net

Company Info

Company Name:
Data Last Updated:
  • November 19, 2010
Data Verified by Company:
Website:
Contact Email:
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:
  • (800) 826-8082
Year Founded
  • 1990
Number of Employees:
  • 10

Software Overview

Format:
Size of Firms Targeted:
Target Market:
Number of Firms Using:
  • 30

PMS Features

Types of Reports
Number of Built-In Reports:
  • 50
Advisors Access to Data:
Billing Functionality:
User Interface:
Other Major Functionality:
Client Portal:

Pricing

Pricing Based By:
Trial:
Initial Training:
Support:

Integrations

Outsource Solutions:
Portfolio Management Systems:
CRM:
Account Aggregation:
Financial Planning:
Rebalancing:
Analytics:
Document Management:
Websites:
Client Portals:
Form Fill:
Custodian:
IPS Software:
Web Reporting:
Report Packaging:
College Planning:
Other Applications:
Total System:

Security

Security Functionality:
Other Security Enhancements:
  • None

Captools/net is the third generation of investment portfolio management, ROI performance measurement and reporting software from Captools Company for investment advisors, money managers, broker/dealers, family offices and others entrusted with managing investment assets.

Captools/net is the third generation of investment portfolio management, ROI performance measurement and 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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