Calia Reviews

Caliact.com, also known as Capitect, offers a variety of features and benefits that can enhance the experience for financial advisors and their clients. Here are some key features and benefits:

Features:

• Modern Performance Reporting: Provides daily time-weighted return (TWR) and internal rate of return (IRR) calculations.
• Billing: Allows for client fee billing, making it easier to manage finances.
• Rebalancing: Offers personalized portfolio rebalancing to help maintain the desired asset allocation.
• Custodian Feeds: Supports feeds from custodians like Schwab, SSG, and TDA.
• Secure Document Sharing: Ensures safe and secure sharing of important documents.
• Custom-Branded Client Portal: Allows advisors to provide a personalized experience for their clients.

Benefits:

• Efficiency: The platform's features are designed to save time and increase efficiency for financial advisors.
• Accuracy: Daily TWR and IRR calculations provide accurate performance reporting.
• Personalization: Advisors can create personalized target portfolios for each client.
• Security: Secure document sharing ensures that sensitive information is protected.
• Professionalism: A custom-branded client portal enhances the professional image of the advisor.

Remember, these features and benefits can add value to the services provided by financial advisors, making it a useful tool in the financial industry. The platform is designed to improve the advisor-client relationship by providing accurate, efficient, and personalized services.

The pricing for services on caliact.com, which appears to be Capitect, a platform offering modern performance reporting, billing, and rebalancing for advisors, is as follows:

• Discover Starter: $165 per month or $145.20 per month if paid annually. This plan includes up to 10 client households, custodian feeds (Schwab, SSG, TDA), performance reporting (daily TWR and IRR), asset allocation reporting, personalized target portfolios, secure document sharing, and a custom-branded client portal.
• Discover Standard: $325 per month or $286 per month if paid annually. This plan includes up to 50 client households, all the features of the Starter plan, plus client fee billing, performance benchmarks, and cost basis reporting (Schwab).
• Discover Professional: $425 per month or $374 per month for the first 100 households, plus $79.20 per month for each additional 50 households. This plan includes all the features of the Standard plan and is designed for up to 300 households.

For more than 300 households, contact is suggested. Additional options such as account aggregation and historical data migration are available at extra cost. Personalized portfolio rebalancing is also available, but pricing is not listed and contact is suggested for this feature.

Please note that these prices are subject to change and it's always best to check the official website for the most accurate and up-to-date information.