Average Ratings

2 Reviews

  • 4.5 / 5

  • 4 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
  • Deployment
    Installed - Windows
  • Training
  • Support
    Business Hours

Vendor Details

  • Captools
  • www.captools.com

About Captools/net

Investment record keeping, performance measurement and portfolio management reporting tool designed for money managers.

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Captools/net Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management

Captools/net Reviews

This is great software! Customer Service is great. They help me any time I need it.

Mar 15, 2018

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not

Pros: I like the fact that it works and is within my budget. As a small business I seek value in everything I do. I drive a Honda because it's a great car at a fair price. I use Captools because it's great software at a fair price. It will actually do more than I use it for, like billing and trading. It's robust.

Cons: It's so robust it's awkward to learn, but once you do, it simple and easy to run and maintain. You can even customize the reports. I first began using it in 2003. It's good and tech support is there if you have a question or need help. I can't ask for anything more and highly recommend it.

Great experience spanning over eight years ...

Jan 07, 2016

4 / 5
Ease of Use

5 / 5
Customer Support

Comments: Started using Captools in 2007. It is simple to begin with and comprehensive enough for all portfolio management core functions. It handles fund accounting well. It also offers great flexibility with its reports that can be customized. Ideal for small and start-up investment management firms.