• Captools/net

  • Captools/net

    Captools/net is portfolio management and reporting software for investment advisors and wealth managers. It helps manage client portfolios, track performance, generate reports, and automate back-office operations, streamlining investment management workflows and client communication

Relevant Sub categories

Accounting

A financial management tool that helps businesses track income, expenses, payroll, and tax compliance. It automates bookkeeping tasks, generates financial reports, and ensures regulatory compliance, making it essential for accountants, financial professionals, and business owners

Project Portfolio Management (PPM)

Enables businesses to prioritize and manage multiple projects. Used by project managers and executives.

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