XYPN Capitect Demo

Monday, March 5, 2018 · 5:00 p.m. · Pacific Time (US & Canada)

About This Webinar

Capitect Reporting and Portal Demo for XYPN Members

Agenda

XYPN + Capitect Overview
Reporting / Client Portal Demo
Q & A

Who can view: Everyone

Webinar Price: Free

Featured Presenters

Capitect

Capitect enables advisors to deliver personalized portfolios unique to each client by streamlining the portfolio construction and rebalancing process.

VIEW CHANNEL CONTACT

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XYPN Capitect Demo

XYPN Capitect Demo

Edwin Choi

Greg Yee

Capitect