Intelligent Investing Starts With Clarity
Capistrol delivers a unified digital tool suite for investors and financial advisors—portfolio intelligence, performance analytics, and seamless collaboration in one platform.
Individual Investors
- Track portfolios across brokers and asset classes
- Understand performance, risk, and capital allocation
- Access advisors when deeper guidance is needed
- Make informed decisions backed by data
Financial Advisors
- Manage multiple client portfolios efficiently
- Generate insights and reports instantly
- Engage clients digitally with transparency
- Scale advisory operations without additional overhead
The Capistrol Advantage
Centralized view of every asset—equity, mutual funds, ETFs, alternatives
Institutional-grade analytics built for everyday investors
Integrated advisor collaboration—chat, portfolio reviews, shared insights
Transparent, unbiased performance attribution
Designed for long-term wealth, not speculation
Core Platform Capabilities
Portfolio Management Hub
Unified tracking across custodians and accounts, with real-time valuation, allocation, and insights on tax, cash flows, and corporate actions.
Performance Analytics Engine
Utilize time-weighted and money-weighted returns, benchmark comparisons, and detailed attribution breakdowns.
Risk Intelligence Suite
Analyze volatility, drawdowns, factor exposures, and correlations. Model scenarios and stress test your portfolio.
Advisor Collaboration Panel
Request portfolio reviews and interact with shared notes, recommendations, and action plans for transparent engagement.
Portfolio Health Score
Get diversification analysis, concentration flags, and signals on liquidity, quality, valuation, and momentum with personalized suggestions.
Advisor Workspace
- CRM-light client management
- Bulk portfolio onboarding and reporting
- Insight automation—alerts, rebalancing prompts, risk notifications
- Digital proposal generator with documented rationale
Investor–Advisor Marketplace
- Built-in discovery system for regulated advisors
- Filter by expertise, asset class, strategy, or fee model
- Engage, collaborate, or run one-time portfolio audits
Data Integrity and Technology
- Automated data ingestion and reconciliation from broker and depository integrations.
- High-accuracy pricing, benchmarks, and corporate actions.
Security and Trust
- Bank-grade encryption and multi-factor authentication.
- Strict privacy and access-control architecture with zero-selling of personal data.
Transparent Pricing
Choose a plan that scales with your needs. No hidden fees, no surprises.
Investor Basic
Portfolio tracking and dashboard access
Investor Plus
Full analytics, insights, advisor access
Advisor Pro
Client management, reporting, collaboration tools
Enterprise
Multi-advisor teams and integrations
Trusted by Investors and Advisors
"Capistrol finally gave me a single, clear view of my entire financial life. The insights are game-changing."
- Alex R., Individual Investor
"The efficiency gains are incredible. I can manage more clients more effectively and provide deeper, data-driven advice."
- Samantha B., Financial Advisor
Explore Our Insights
From market explainers to behavioral finance, our content helps you become a smarter investor.
Visit the Wealth WikiBuild Wealth With Intelligence and Alignment
Whether you manage your own portfolio or guide others, Capistrol equips you with clarity and conviction.