CAP Digital

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Traditional and digital assets integrated.

CAP Digital is a holistic view of your client’s traditional and digital assets integrated to help your business grow. It's time for a TAMP to deliver a modern and convenient solution to comprehensive wealth management.

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Simplicity Scales.

Today’s financial world is complex. Solutions are often expensive and siloed. The systems to maintain your business often fail to help you grow. Let’s introduce you to a modern and convenient asset management platform that can deliver both.

Meet The Team

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Fads don’t follow proven adoption curves

Digital Assets are more than just a trendy alternative. Learn why you might be missing the most compelling investment opportunity for you and your clients.

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What you get:

  • Portfolio Analyzer that provides a clear picture of the present
  • Custom models to build and manage households
  • Compliance dashboards to safeguard the firm
  • Dynamic proprietary risk-scoring tools
  • Intuitive Reporting & Billing
  • Beautiful Client Statements that make sense
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