Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sharesight Reviews & Ratings
    546 Ratings
    Company Website
  • Asym Capital Reviews & Ratings
    1 Rating
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • Dynamo Software Reviews & Ratings
    68 Ratings
    Company Website
  • InEight Reviews & Ratings
    129 Ratings
    Company Website
  • Serviceaide Reviews & Ratings
    139 Ratings
    Company Website
  • QuickApps Reviews & Ratings
    Company Website
  • ZenTreasury Reviews & Ratings
    9 Ratings
    Company Website
  • Dayforce Reviews & Ratings
    2,423 Ratings
  • Capitalcore Reviews & Ratings
    81 Ratings
    Company Website

What is Capitally?

Capitally provides a robust investment management platform designed to empower users in effectively monitoring, understanding, and refining their investment strategies. By integrating multiple accounts into a unified interface, it allows for the simultaneous tracking of various asset classes, which aids users in analyzing their allocations across different categories while observing changes over time. The platform presents essential performance metrics, including realized and unrealized returns, ROI, TWR, MWR, and IRR, and enables comparisons with any chosen benchmark for deeper insights. Furthermore, users can analyze investment fees and passive income sources, track upcoming and projected dividends, and evaluate diverse income streams such as dividends, rent, and interest, along with an overview of yield, yield on cost, and growth. Capitally also supports automatic reinvestment options and Dividend Reinvestment Plans (DRIPs) to help users maximize their investment potential. With sophisticated charting features and comparative tools, users can pinpoint influences on returns, concentrate on particular time frames, and dissect returns into components such as capital gains, currency shifts, dividends, and fees for a comprehensive analysis. This holistic investment management solution not only serves as a crucial tool for both novice and seasoned investors but also encourages a proactive approach to achieving financial success. By fostering a deeper understanding of investment dynamics, Capitally enhances users' ability to make informed decisions that align with their financial goals.

What is Arch?

Easily manage new investments, updates, taxes, capital calls, distributions, and financial statements all within an integrated platform. Arch connects to the back office of every private investment, gathering all pertinent documents and communications into a secure, centralized location. By automating a variety of investment management functions, Arch keeps your account up-to-date and organized. You can conveniently access your investment history along with a detailed document library that features investment updates, account statements, tax documents, capital call alerts, and distribution information. All your investment-related communications are stored in one secure portal, removing the hassle of searching for documents across different websites and platforms. Furthermore, the system enables systematic updates to your information across accounts, accommodating relocations, changes in ownership, or any necessary modifications, thus streamlining investment management like never before. This centralized system not only saves valuable time but also improves your ability to effectively monitor and manage your financial portfolio, allowing for a more strategic approach to your investments. Ultimately, Arch empowers users to maintain better oversight and control over their investment activities.

Media

Media

Integrations Supported

Google Sheets
Microsoft Excel

Integrations Supported

Google Sheets
Microsoft Excel

API Availability

Has API

API Availability

Has API

Pricing Information

€7 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Capitally

Company Location

Poland

Company Website

www.mycapitally.com

Company Facts

Organization Name

Arch

Date Founded

2018

Company Location

United States

Company Website

arch.co

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Popular Alternatives

Popular Alternatives