CapTools

Captools Company develops and licenses portfolio management software for investment record keeping, performance measurement and reporting. Our products are designed for investment firms, investment advisors, fund managers, family offices and for others entrusted with managing significant investment assets. Our newest product, Captools/net, is an open data base compliant SQL based, scalable multi-user portfolio management system that runs on your server, under your control. Captools/net incorporates time-saving features important to professional money managers, such as automated custodian data import interfaces, highly customizable automated reporting, portfolio re-balancing and trade generation, flexible fee billing and client contact management. Optional features include multi-currency support and pooled funds accounting for hedge funds and other pooled funds investment situations such as family partnerships and limited liability corporations.