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Reporting

Learn the in's and out's to Capitect reporting.

Client Portal

  • Client Invite
  • Household Member Roles

Performance Reporting

  • Benchmarks
  • Time Weighted Return (TWR)
  • Internal Rate of Return (IRR)
  • Performance Methodology FAQs

Custom Asset Classes

  • Overview
  • Defining Asset Classes
  • Map Categories
  • Map Securities
  • Selecting Asset Classes

Client Billing

  • Overview
  • Fee Schedules
  • Held-Away and Custom Assets
  • Billing Profile
  • Generate Billing Records
  • View Billing Records
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Document Storage

  • Overview

Custom Branding

  • Logo and Subdomain
Capitect