Capitect
Capitect is a performance reporting platform that offers flexible client billing and personalized portfolio rebalancing. Featured highlights of this platform include having a client and advisor portal, document sharing, goal tracking, account aggregation, and block trading, to name a few!
Benefit Breakdown
Your XYPN membership gives you discounted access to all three Capitect tiers. Explore the feature differences between each tier, and see the exclusive discounts your XYPN membership unlocks.
Discover Starter
- Retail: $215/month, up to 10 households
- XYPN Member Cost: $150/month, up to 10 households
Discover Standard
- Retail: $385/month, up to 50 households
- XYPN Member Cost: $320/month, up to 50 households
Discover Professional
- Retail: $500/month for the first 100 households
- XYPN Member Cost: $435/month for the first 100 households, + $100/mo for each additional 50 households up to 300
Account Aggregation (add-on)
- $65/month (up to 50 households)
Rebalancing (add-on)
If you signed up for Capitect before February 1, 2026, through your XYPN membership, contact Capitect for your current pricing.
Account Management
New user? Let's get you signed up!
- You can sign up for Capitect right from your Member Portal!
- Click on Sign Up, and then Get Started.
- You can submit your custodian forms to set up your data feed (here's Schwab's instructions).
- Book a demo and onboarding session with Capitect.
- You're all set! Keep your eye out for updates on your new account! Your portal will be updated towards the end of the month you signed up, reflecting that you are an active Capitect user through XYPN!
Existing user? Let's transfer that account!
- You can transfer your Capitect account right from your Member Portal!
- Click on Transfer Account.
- Confirm all count information and click Request Transfer.
- You're all set! Keep your eye out for updates on your account transfer. Your portal will be updated towards the end of the month you signed up, reflecting that you are an active Capitect user through XYPN!
Upgrading or downgrading your tier
- If you'd like to change which tier you're using, please reach out to service@capitect.com.
- Capitect may require up to 30 days' notice for downgrades from higher tiers.
Adding or removing a license
- If you'd like to add or adjust your Capitect licenses, please reach out to service@capitect.com.
- Refer to your Capitect account to ensure any user access for removed licenses has been updated as necessary to avoid any incorrect charges on your account. Contact Capitect customer service for further support and to confirm this information as well.
Closing your account
- You can close your Capitect account right from your Member Portal!
- Click on Close Account.
- Confirm all count information and click Close Account.
- You're all set! Keep your eye out for updates on your account cancellation request. Your portal will be updated towards the end of the month you close your account, reflecting that you are no longer an active Capitect user through XYPN!
Leaving XYPN?
- Your Capitect discount as an XYPN member will end when your membership ends. Be sure to connect with Capitect directly for the next steps on account access, data transfer, and how to develop a retail relationship with them.
Billing
- All plans require a one year commitment and will be billed directly through Capitect.
FAQs
Can I use Capitect and Orion together?
- If you're an existing Capitect user, you can add Orion to your tech stack while keeping Capitect active. Just keep in mind that your membership includes only one portfolio reporting solution. If you add Orion while continuing to use Capitect, or if you add any new Capitect accounts or transfer existing ones, your Capitect benefit will adjust to XYPN's discounted model, with billing handled directly by Capitect.
Which custodians does Capitect support?
- Capitect currently supports TD, Schwab, and SSG (Pershing). If you want account aggregation to supplement or substitute for a custodian feed, you can enable the feature with Capitect or connect your Pontera account.
Can Capitect report and bill on held-away assets?
- Yes, Capitect can report and bill on both advisor-managed and held-away assets. You'll need to be on the Discover Standard or Discover Professional tier to access client billing.
Is Capitect integrated with RightCapital?
- Yes! Check out this webpage for more information.
Are the number of client accounts per household unlimited?
- Yes!
Helpful Links
- Website: https://www.capitect.com/
- Help Desk: https://support.capitect.com/hc/en-us
Contact
Vendor Data Security
For more access to Capitect's security documentation, please reach out to service@capitect.com directly.