Captools – Investment Portfolio Software

Since 1990, Captools Company has provided private financial advisors, family offices, and individual investors with reliable and secure portfolio performance tracking and tax compliance reporting software. We help financial managers personally account for all investment assets across foreign exchange currencies, independently and in coordination with the records of outside custodians per SEC Rule 204-2(c). We provide a unique service for both domestic and foreign investors who want to internationally invest in safe-haven assets outside of the U.S.

Captools Company has helped thousands of clients gain access to safe, secure, reliable investment performance tracking and independently held tax reporting records for decades. Currently, we serve private financial advisors and professional portfolio managers who wish to maintain the regulatory standard of holding their client asset information separately from outside custodians. Our SQL server based application-client suite includes multi-user capable program suite that allows the client to remain in charge of their financial data. Our software allows financial managers to track and account for investment assets independently but in coordination with records of outside custodians per SEC Rule 204-2(c). Our software is used domestically by U.S. advisors and high net worth investors as well as by non-U.S. money managers. Our software's multi-currency capabilities keep track of clients' funds across a broad array of internationally denominated assets. Our tools facilitate optimal tax strategy with regulatory compliance throughout shifting multi-currency international markets.