Capitally
An innovative investment management software, Capitally empowers users to track and analyze their unique investment strategies. It combines the flexibility of spreadsheets with a user-friendly app, allowing for customizable asset tracking, seamless data imports, and secure storage. Ideal for long-term investors, Capitally enhances the financial independence journey.
Top Capitally Alternatives
T-REX
An innovative end-to-end platform, T-REX seamlessly integrates software and services for project finance, structured finance, and private credit.
SymPro Investment Management
An innovative investment management solution, SymPro Investment Management delivers real-time, actionable intelligence by meticulously calculating earnings, accrued interest, and capital gains.
Boosted.ai
An advanced AI platform revolutionizes asset management by automating stock research and portfolio optimization.
IT4Finance
An integrated platform specializing in investment portfolio and fund management, IT4Finance streamlines trading processes through intelligent interfaces that connect brokers, administrators, and custodians.
AGIMENDO.invest
AGIMENDO.invest offers a robust transformation package for SAP IdM Replacement, streamlining migration processes from analysis to implementation.
Arcesium
Arcesium transforms investment management by modernizing operational models and streamlining complex activities.
Trust Platform
It streamlines capital integration into private investment deals, empowering businesses to unlock untapped retirement funds...
eXeer
It integrates existing tech stacks and new technologies, automating data collection from various sources...
EX-ANTE
This innovative technology allows users to efficiently monitor client investments, customize portfolios, and implement precise...
Asora
With ISO 27001 certification and GDPR compliance, it streamlines tracking of both liquid and illiquid...
NVSTly: Social Investing
Users can instantly share trades on social media and Discord, access real-time updates, and engage...
FinX
Users benefit from a no-code/low-code environment to effortlessly build, test, and deploy data-driven solutions while...
Zapflow
Its automation features streamline workflows, enhance collaboration, and provide real-time analytics, empowering firms to make...
IMTC
Designed for managing SMAs, model portfolios, and funds, the platform facilitates simultaneous decision-making across accounts...
XWare Trader
This solution provides brokerage firms with a low-latency liquidity suite, real-time risk management tools, and...
Top Capitally Features
- Flexible asset tracking options
- Custom asset support
- Data encryption at rest
- User-friendly interface
- Detailed transaction tracking
- Broad account balance tracking
- CSV and XLS import support
- Historical performance analysis
- Multi-currency support
- Global market coverage
- Manual data entry capability
- Privacy-focused data management
- Subscription price lock-in
- Easy subscription management
- Six-month data retention
- Automated dividend tracking
- Support for diverse asset types
- Seamless transition between plans
- Intuitive user experience
- Built-in security measures
