Atlas
Vendor

CapTools

Captools/net is a software system for investment record keeping and performance reporting, designed for investment firms, advisors, fund managers, and family offices.

Sector footprint

One company, every side of the market

WealthThis site
CapTools

Captools/net is a software system for investment record keeping and performance reporting, designed for investment firms, advisors, fund managers, and family offices.

Capability matrix

CapabilityCapTools
Portfolio Management●

Parent organization

CapTools

Founded

2006

Scale

1 sector presence