A COMPETITIVE SOFTWARE
The core of CAPANALYSIS is a proprietary software called CAPAct.
We have designed an intuitive set of tools combined with the proper algorithms to consistently track the data provided in each and every one of your transactions.
We apply this methodology to two types of investments:
1. Financial investments: everything which is publicly quoted on the financial markets.
2. Non-financial investments: art collection, real estate, or any other material goods.
On top of these two categories, we can collect and tag all your expenses. This important feature helps you watch your burning rate. Our analysis brings factual financial context to your managers performance.
An efficient standardisation of your transactions booking for all your financial and non financial investments
Our innovative system enables us to monitor your wealth and publish monthly ad hoc readable synthetic reports
STAGING YOUR RISKS
We assess in real time the performance of your investments to markets
FEES & TAXES
We harmonize your financial costs and codify your various income and expenses by beneficiary and cost center