Personal Wealth Manager
Captools/net "Personal Wealth Manager" is a version of the software designed for individuals who are investing their own funds or those of close family members.
Maximum number of accounts: 20
Maximum Securities: 3000
Client and Account records contain only sufficient fields to identify an account holder and a particular account. Report e-mailing and faxing functionality is suppressed (PDF reports can be saved however for emailing through your usual emailing software).
Institutional custodian imports are not supported. However the user often may be able to use Captools/net's user-configurable templates function to import downloaded retail custodian data.
Fee Billing functionality, custodian reconciliation, and portfolio allocation and modeling functions are excluded.
Call Captools Co. Sales at 800-826-8082 for details.