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

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.

What you get:

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