One Connected Platform for Private Wealth
PLATFORM MODULES
Broad Coverage. Deep Capability.
Built for family offices and serious investors, Capalyst connects the financial, operational, analytical, and governance functions required to manage complex wealth.
Investment & Portfolio Analytics
Research, allocation, benchmarking, risk-adjusted returns, performance, and portfolio intelligence.
Treasury & Liquidity
Cash positioning, liquidity forecasting, banking visibility, debt, funding, and treasury controls.
Tax Management
Capital gains visibility, estimated taxes, K-1 tracking, tax documents, filing calendars, and tax-sensitive decisions.
Legal & Entity Oversight
Trusts, LLCs, partnerships, governance records, ownership structures, agreements, and key legal documents.
Insurance & Risk Protection
Policies, premiums, deductibles, renewals, asset-linked coverage, and risk protection oversight.
Accounting & Financial Control
AP/AR, general ledger, journals, reconciliation, entity-level reporting, and financial controls.
Documents & Knowledge
Centralized records for agreements, statements, contracts, research notes, tax files, legal documents, and insurance policies.
Ownership & Exposure Mapping
Direct and indirect ownership, cross-entity exposure, concentration, geography, sector, theme, and counterparty visibility.
Multi-Entity Wealth Oversight
Households, trusts, partnerships, LLCs, family members, accounts, entities, and consolidated private wealth views.
Decision Intelligence
Research workflows, approvals, audit history, alerts, decision records, and operating discipline.
ANALYTICAL DEPTH
Institutional Portfolio Intelligence
Capalyst helps investors normalize market data, compare assets consistently, analyze portfolio risk, and understand exposure across positions, entities, strategies, and accounts.
CONNECTED MODEL
From Data to Decision
Capalyst connects the building blocks of private wealth so analysis, operations, documents, and decisions are no longer isolated.
Built for the Full Complexity of Wealth
Capalyst is designed for users who need more than portfolio reporting — they need a complete financial operating platform.