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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
Capitect