Clarity for every investment decision
CapitalVision brings together portfolio tracking, client management, research, and deal flow in one elegant platform built for investment professionals.
Everything you need to manage investments
A cohesive workspace that replaces disconnected spreadsheets and tools.
Portfolio tracking
Monitor holdings, allocation, performance, and transactions across all client portfolios.
Client management
Keep client profiles, risk tolerance, net worth, and communication notes in one place.
Investment research
Write and share research notes, ratings, and thesis documents with your team.
Performance analytics
Track returns, volatility, Sharpe ratio, and benchmark comparisons over time.
Deal flow
Manage opportunities from sourcing through diligence with stage, probability, and valuation.
Secure & private
Row-level security and role-based access keep each advisor's data isolated.
Built for advisors, analysts, and firms
CapitalVision is designed around the daily workflow of investment professionals: review portfolios, update clients, capture research, and track deals in a calm, focused interface.
- Unified dashboard with key metrics
- Detailed portfolio and holding views
- Research library with public and private notes
- Deal pipeline with stage tracking
Total AUM
$2.84M
Clients
12
YTD Return
+16.4%
Portfolios
7
Active Deals
3