Intelligent Financial Advice, On Your Terms
Capistrol is a digital advisory platform that combines automated portfolio recommendations with secure, on-demand access to financial advisors.
Key Features
A Smarter Way to Invest
Our platform provides the tools and insights you need to build a successful financial future, whether you're a seasoned investor or just getting started.
Automated Advice Engine
Receive AI-powered portfolio recommendations based on your unique risk profile and financial goals.
Comprehensive Portfolio Management
Track your holdings, monitor performance with advanced metrics, and compare against benchmarks in real-time.
Secure Communication
Collaborate with your financial advisor through a secure messaging portal, ensuring your data is always protected.