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Captools/Net

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November 19, 2010 Hits: 1004

Company Info
Software Overview
Features
Pricing & Support
Integrations
Security

Company Info

Company Name:	Captools/Net
Data Last Updated:	November 19, 2010
Data Verified by Company:	No
Website:	www.captools.com
Contact Email:	This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:	(800) 826-8082
Year Founded	1990
Number of Employees:	10

Software Overview

Format:	Desktop
Size of Firms Targeted:	$0-$100mil AUM $101-$200mil AUM $201-$300mil AUM $301-$500mil AUM $501-$1bb AUM $1bb AUM and Up
Target Market:	Investment Manager Planner
Number of Firms Using:	30

PMS Features

Types of Reports	Customizable Report Builder Standard
Number of Built-In Reports:	50
Advisors Access to Data:	User Access to All Data
Billing Functionality:	Tiered Retainer Tiered + Retainer Commission Bill in Arrears Bill in Advance
User Interface:	No Customization
Other Major Functionality:	None
Client Portal:	No

Pricing

Pricing Based By:	License Fee
Trial:	No
Initial Training:	Email Online Resources Phone Remote
Support:	Email In Person Online Resources Remote Within Program

Integrations

Outsource Solutions:	None
Portfolio Management Systems:	None
CRM:	Junxure ProTracker
Account Aggregation:	None
Financial Planning:	None
Rebalancing:	Tamarac
Analytics:	Morningstar Principia
Document Management:	None
Websites:	None
Client Portals:	None
Form Fill:	None
Custodian:	Charles Schwab Advisor Services Fidelity Institutional Wealth Services Pershing Advisor Solutions Scottrade Advisor Services Shareholders Service Group TD Ameritrade Institutional Trust Company of America
IPS Software:	None
Web Reporting:	None
Report Packaging:	None
College Planning:	None
Other Applications:	None
Total System:	None

Security

Security Functionality:	Unique Username/Password User Permissions
Other Security Enhancements:	None

Captools/net is the third generation of investment portfolio management, ROI performance measurement and reporting software from Captools Company for investment advisors, money managers, broker/dealers, family offices and others entrusted with managing investment assets. Employing a client/server architecture and utilizing MS-Windows web-server and SQL database technologies, Captools/net delivers a powerful, scalable, and cost-effective investment tracking and client-reporting system. Because Captools/net operates and stores its data on your hardware, it ensures that you maintain control of your valuable client and investment data.

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