Welcome to KapZ
Empower your financial advisory business with our comprehensive platform designed for RIAs and Distributors.
Seamlessly onboard your clients and manage their financial portfolios with our intuitive digital process.
Define and manage investment policies to ensure your clients’ portfolios align with their financial goals.
Create and manage expertly curated portfolios tailored to your clients needs and investment strategies.
Effortlessly manage your calendar and meetings, ensuring you stay on top of your business activities.
AI-Powered Insights at Your Fingertips
Leverage advanced AI-powered insights to make informed investment decisions and provide the best advice to your clients.
Visualize the Impact of Every Trade
Understand the impact of each trade on your clients’ portfolios with our powerful visualization tools.
Why KapZ?
KapZ is designed to help you take your financial advisory business to the next level. Our platform provides all the tools you need to manage your clients’ investments, streamline your operations, and deliver exceptional value.
Join KapZ Today
Elevate your financial advisory business with KapZ. Sign up now and start managing your clients investments more effectively.