Captools/net

Captools/net

Captools
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About

Captools Company develops and licenses portfolio management software for investment record keeping and performance reporting. Our products are designed for investment firms, investment advisors, investment advisor reps, fund managers, family offices and for others entrusted with managing significant investment assets. Captools/net investment cost bases tracking simplify capital gains reporting, lower tax accounting costs, and can reduce capital gains taxes. Specific, average, FIFO, LIFO tax lots are supported. The specific lot method provides an automated tax lot assignment function allowing the manager to select whether to minimize taxes or maximize gains (for loss offsets) when securities held in separate lots are liquidated. Tax rate tables are customizable for each portfolio to allow for differing tax rates and changes in tax laws. Allowance has been made for Canadian and other non-U.S. users, including support for Canadian average cost basis and optional cost basis indexing.

About

Sesame, developed by Landytech, is an integrated investment management platform designed to provide asset owners, managers, and advisors with comprehensive tools for data consolidation, analytics, and reporting. It enables users to aggregate data across multiple custodians and asset classes, including complex instruments, ensuring a unified view of their portfolios. The platform offers institutional-grade analytics to assess performance, risk, and exposure, facilitating informed investment decisions. Sesame's report builder features a drag-and-drop interface, allowing for the creation of visually compelling, customizable reports that can be automated and scheduled. Additionally, the platform includes monitoring capabilities with customizable alerts for compliance breaches and other critical events, enhancing proactive risk management. Collaboration tools within Sesame, such as task management and centralized document storage, streamline operational workflows and improve productivity.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investment firms, investment advisors, investment advisor reps, fund managers, family offices and private wealth money managers.

Audience

Companies searching for a solution to manage their data consolidation, performance analytics, and automated reporting operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$600 per year
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Captools
United States
www.captools.com

Company Information

Landytech
Founded: 2018
United Kingdom
www.landytech.com/product

Alternatives

SymPro Investment Management

SymPro Investment Management

SymPro Treasury Management Solutions

Alternatives

M2Advisor

M2Advisor

M2Wealth
StyleADVISOR

StyleADVISOR

Informa Business Intelligence

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

No info available.

Integrations

No info available.
Claim Captools/net and update features and information
Claim Captools/net and update features and information
Claim Landytech Sesame and update features and information
Claim Landytech Sesame and update features and information