Overview
Capitect offers modern, holistic performance reporting, flexible client billing, and personalized portfolio rebalancing tailored for today's advisors and their clients.
The integration between Betterment Advisor Solutions and Capitect enables advisors to easily include Betterment accounts in reporting, billing, and rebalancing.
The information sent to Capitect includes:
- Account information
- Positions
- Transactions
- Tax lots
Enabling the integration
You can set up this integration for your firm by taking the following steps:
- Log in to your advisor dashboard and navigate to Settings > Integrations.
- Select Capitect from the list and click Connect to Capitect.
- You will see confirmation that the integration has been enabled. Data will be sent to Capitect within one business day.
- Once the integration has been enabled, Capitect will reach out directly with next steps.
