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Reporting
Learn the in's and out's to Capitect reporting.
Client Portal
Client Invite
Household Member Roles
Performance Methodology
Benchmarks
Time Weighted Return (TWR)
Internal Rate of Return (IRR)
Performance Methodology FAQs
Client Billing
Overview
Fee Schedules
Held-Away and Custom Assets
Billing Profile
Generate Billing Records
View Billing Records
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Custom Branding
Logo and Subdomain
