Capitect provides advisors the ability to set up their custom asset classes, with category and securities mapping.
1. Define Asset Classes
Create custom asset class sets with unlimited asset classes and subclasses.
2. Map Categories
Map your custom asset classes to their corresponding Morningstar categories.
3. Map Securities
Securities will be mapped to the categories you define, additionally you can define a custom asset allocation to specific securities.
4. Selecting Asset Classes
Asset classes that are created can be viewed at the firm level, as well as the client level.
