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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
