Captools/net
Captools/net Investment Portfolio Software streamlines investment record keeping and performance reporting for firms, advisors, and family offices managing substantial assets. It facilitates precise capital gains tracking, supporting specific, average, FIFO, and LIFO tax lot methods. Customizable tax rate tables and features for Canadian users enhance its utility for diverse investment strategies and tax situations.
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Company Information
- Company: Captools
- Country: United States
Top Captools/net Features
- Automated tax lot assignment
- Customizable tax rate tables
- FIFO and LIFO support
- Canadian cost basis support
- Performance reporting tools
- Investment record keeping
- Loss offset maximization
- User-friendly interface
- Multi-currency support
- Portfolio performance analytics
- Tax-efficient liquidation strategies
- Regulatory compliance features
- Family office management tools
- Real-time market data integration
- Comprehensive reporting capabilities
- Customizable dashboards
- User access controls
- Historical performance tracking
- Integration with accounting software
- Secure data storage solutions
