Who is this service for?

Portfolio management platform that enables investment advisors and finance brokers/dealers to maintain client records, track ROI performance, restrict client data access to individuals, and more.

About Captools/net

Investment record keeping tool that helps businesses maintain client data/accounts, generate reports, track ROI performance, and more.

Average rating 5/5

Total score
5
“Ease of use
4
User support
5
Features
2.5

Product details

Starting price:

1usd / per month
more about prices

Desktop & Mobile Platforms:

Windows

Cloud, SaaS, Internet

Training:

Documentation

Online

Support:

Working hours

Online

Software Developer

Captools
http://www.captools.com
United States

Features

Accounting
Benchmarking
Bonds / Stocks
Client Management
Client Portal
Commodity Futures
Compliance Tracking
Data Import/Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Rebalancing
Real Estate

Risk Management
Other categories uses in

Alternatives Captools/net


C
Chris M.

«This is great software! Customer Service is great. They help me any time I need it. »

Usability

Support

Features

5

Overall rating

Benefits:

I like the fact that it works and is within my budget. As a small business I seek value in everything I do. I drive a Honda because it's a great car at a fair price. I use Captools because it's great software at a fair price. It will actually do more than I use it for, like billing and trading. It's robust.

Drawbacks:

It's so robust it's awkward to learn, but once you do, it simple and easy to run and maintain. You can even customize the reports. I first began using it in 2003. It's good and tech support is there if you have a question or need help. I can't ask for anything more and highly recommend it.

March 22, 2021
Feedback source: the Internet
K
Kwadwo A.

«Great experience spanning over eight years ...»

Usability

Support

Features

5

Overall rating

In sum:

Started using Captools in 2007. It is simple to begin with and comprehensive enough for all portfolio management core functions. It handles fund accounting well. It also offers great flexibility with its reports that can be customized. Ideal for small and start-up investment management firms.

December 11, 2020
Feedback source: the Internet