Captools/net Overview

Captools/net is an advanced investment management software tailored for financial professionals looking to enhance their portfolio management capabilities. This intuitive platform allows users to efficiently track and analyze investments, providing detailed reports and analytics to support informed decision-making. With features like performance attribution, risk assessment, and compliance monitoring, Captools/net helps streamline the investment process and ensures that portfolios are aligned with client goals. Its user-friendly interface and robust analytical tools make it an essential solution for investment managers seeking to optimize their strategies and improve client outcomes in a dynamic financial environment.

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Contact Details

  • Vendor Name Captools
  • Founded
  • Location United States

Support

  • Chat Chat

Training

  • In-person In-person
  • Documentation Documentation

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

Banking, Insurance, Investment Management

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Captools/net 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

Captools/net Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription

Plans & Packages

Basic

$1499.99 Per User

Captools/net FAQs

Captools/net is an advanced investment management software tailored for financial professionals looking to enhance their portfolio management capabilities. This intuitive platform allows users to efficiently track and analyze investments, providing detailed reports and analytics to support informed decision-making. With features like performance attribution, risk assessment, and compliance monitoring, Captools/net helps streamline the investment process and ensures that portfolios are aligned with client goals. Its user-friendly interface and robust analytical tools make it an essential solution for investment managers seeking to optimize their strategies and improve client outcomes in a dynamic financial environment.

  • No, Captools/net does not offer a free version.

  • Yes, Captools/net offers a free trial.

  • No, Credit Card details are not required for the Captools/net trial.

  • Captools/net offers the following pricing plans & packages:

    Basic

    $1499.99 Per User

  • Captools/net supports the following payment frequencies:

    • Annual Subscription

  • No, Captools/net does not offer an API.

  • Captools/net offers support with the following options:
    • Chat

  • Captools/net offers training with the following options:
    • In-person , Documentation

  • Captools/net supports the following languages:
    • English

  • Following are the typical users of the Captools/net:
    • Self-Employed , Small-Business , Midsize-Business

  • Captools/net supports the following deployment:
    • Cloud Hosted

  • Captools/net supports the following devices and operating systems:
    • Web-Based