Capitally Overview

Capitally is a robust investment management software designed to simplify portfolio management for financial professionals and investors. The platform provides a wide range of tools to help users track, analyze, and manage their investments, all in one place. Capitally’s powerful analytics engine offers real-time performance data, portfolio diversification analysis, and risk assessment, helping investors make informed decisions. The software supports a variety of asset classes, including stocks, bonds, real estate, and alternative investments, enabling users to monitor their entire investment portfolio. Capitally also offers intuitive reporting tools, allowing investors to generate detailed reports on asset performance, returns, and risk exposure. With customizable alerts and notifications, the software keeps investors informed of market changes, helping them react quickly to opportunities or threats. Whether you’re managing personal investments or handling portfolios for clients, Capitally streamlines the investment management process, improves efficiency, and helps users optimize their returns.

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Capitally Screenshot & Video

Contact Details

  • Vendor Name Capitally
  • Founded
  • Location Poland

Support

  • Email Email
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Investment Management, Real Estate, Venture Capital

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Capitally Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

Capitally Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • EUR (€) EUR (€)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Founders

$5 Per Month

Capitally FAQs

Capitally is a robust investment management software designed to simplify portfolio management for financial professionals and investors. The platform provides a wide range of tools to help users track, analyze, and manage their investments, all in one place. Capitally’s powerful analytics engine offers real-time performance data, portfolio diversification analysis, and risk assessment, helping investors make informed decisions. The software supports a variety of asset classes, including stocks, bonds, real estate, and alternative investments, enabling users to monitor their entire investment portfolio. Capitally also offers intuitive reporting tools, allowing investors to generate detailed reports on asset performance, returns, and risk exposure. With customizable alerts and notifications, the software keeps investors informed of market changes, helping them react quickly to opportunities or threats. Whether you’re managing personal investments or handling portfolios for clients, Capitally streamlines the investment management process, improves efficiency, and helps users optimize their returns.

  • No, Capitally does not offer a free version.

  • Yes, Capitally offers a free trial.

  • No, Credit Card details are not required for the Capitally trial.

  • Capitally offers the following pricing plans & packages:

    Founders

    $5 Per Month

  • Capitally supports the following payment frequencies:

    • Monthly Subscription

  • No, Capitally does not offer an API.

  • Capitally offers support with the following options:
    • Email , Knowledge Base , FAQs/Forum

  • Capitally offers training with the following options:
    • Documentation , Videos

  • Capitally supports the following languages:
    • English

  • Following are the typical users of the Capitally:
    • Self-Employed , Small-Business , Midsize-Business

  • Capitally supports the following deployment:
    • Cloud Hosted

  • Capitally supports the following devices and operating systems:
    • Web-Based