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Elevate Your Advisory Practice

Capistrol provides the digital infrastructure to scale your business, streamline client management, and deliver exceptional financial advice.

Join as an Advisor
Advisor meeting with a client in a modern office
Our Platform

Tools Built for Modern Advisors

Focus on what you do best—advising clients. Our platform handles the rest, from onboarding to compliance.

Client Management Suite

A unified dashboard to manage your client relationships, track goals, and monitor portfolios efficiently.

Seamless Collaboration

Engage with clients through a secure messaging portal, share documents, and manage advice records all in one place.

Compliance and Reporting

Automate reporting, maintain immutable audit trails, and ensure your practice meets regulatory standards with our built-in compliance tools.

Pricing for Advisors

Choose the plan that best fits the size and needs of your practice.

Starter
Perfect for individual advisors building their client base.
$49/month
  • Up to 25 Clients
  • Client Management Suite
  • Secure Messaging Portal
  • Standard Reporting
Choose Starter
Most Popular
Growth
For growing practices that need more capacity and tools.
$99/month
  • Everything in Starter
  • Up to 100 Clients
  • Advanced Client Analytics
  • Branded Client Portal Access
Choose Growth
Enterprise
A complete solution for large advisory firms and teams.
Custom
  • Everything in Growth
  • Unlimited Clients
  • Dedicated Support & Onboarding
  • API Access & Integrations
Contact Sales

Ready to Grow Your Practice?

Join a network of forward-thinking financial professionals. Create your advisor account today.

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