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Integrations
Connect Capitect with other platforms.
Cryptocurrency
Coinbase
CRM
Wealthbox
Portfolio Analytics
Kwanti
Custodian Feed
TD Ameritrade
Schwab
Pontera
SSG / Pershing
Historical File Upload
Assigning Accounts
Account Aggregation
Linking Held-Away Accounts
Financial Planning
MoneyGuidePro
RightCapital
