CapitalPro
Information by TrustFinance researcher
CapitalPro empowers financial advisors to expand their client reach by tearing down the time and cost constraints that limits their growth. CapitalPro provides a digital wealth management platform for financial institutions in Latin America that automates client on-boarding, risk profiling, and the asset allocation, management, and rebalancing of a diversified and personalized portfolio. Through its software, the company elaborates and manages investment portfolio in a completely automated way. It allows financial institutions to generate more revenue by increasing their client reach and allowing them to serve smaller accounts without increasing operating costs or incurring their financial advisors' time. CapitalPro charges a monthly subscription based on the number of accounts with funds plus an installation cost.
Founded in 
United States
Industry
- Other ServicePRIMARY
- Wealth Management
Financial
- Software Development
Technology
HQ Location

