A Faster, Smarter Way to Manage Investments
CapitalX provides a powerful, intuitive dashboard to track client portfolios, monitor real-time P&L, and stay ahead of the market.
Everything you need. Nothing you don't.
Our features are designed to save you time and provide critical insights.
Real-time P&L
Monitor profit and loss across all client portfolios with live market data.
Client Management
Easily manage multiple clients and their individual investment portfolios.
Multi-Asset Tracking
Track stocks, bonds, crypto, mutual funds, and more in one unified dashboard.
Statement Generation
Generate and email detailed portfolio statements and P&L reports to clients.