Captools Company

Captools Company develops and licenses portfolio management software for investment record keeping and performance reporting. Put simply, it is about building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. Alongside the main category they mention Banking. They are a very small team, 1 to 10 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

Captools Company is based in Issaquah, Washington. You can read more at captools.com.

Before you commit, look at portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

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