---
description: Discover the benefits and disadvantages of Captools/net.  Learn the software price, see the description, and read the most helpful reviews for UK business users. 
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Captools/net Pricing, Cost & Reviews - Capterra UK 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [Captools/net](/software/60670/captools-net)

# Captools/net

Canonical: https://www.capterra.co.uk/software/60670/captools-net

> Investment record keeping tool that helps businesses maintain client data/accounts, generate reports, track ROI performance, and more.
> 
> Verdict: Rated **4.5/5** by 2 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses Captools/net?

Portfolio management platform that enables investment advisors and finance brokers/dealers to maintain client records, track ROI performance, restrict client data access to individuals, and more.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.5/5** | 2 Reviews |
| Ease of Use | 4.0/5 | Based on overall reviews |
| Customer Support | 5.0/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 5.0/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Likelihood to recommend) |

## About the vendor

- **Company**: Captools

## Commercial Context

- **Starting Price**: US$1,499.99
- **Pricing model**: Per User
- **Pricing Details**: Also available at multiple pricing models, refer http://www.captools.com/
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Benchmarking
- Bonds/Stocks
- Client Management
- Client Portal
- Compliance Tracking
- Investments Tracking
- Performance Metrics
- Portfolio Management
- Portfolio Rebalancing

## Support Options

- Chat

## Category

- [Investment Management Software](https://www.capterra.co.uk/directory/20010/investment-management/software)

## Alternatives

1. [Morningstar Direct](https://www.capterra.co.uk/software/1074481/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Trade Ideas](https://www.capterra.co.uk/software/1030960/trade-ideas) — 4.7/5 (37 reviews)
3. [Human Interest](https://www.capterra.co.uk/software/1013332/human-interest) — 4.0/5 (36 reviews)
4. [WOWS Investment Portal](https://www.capterra.co.uk/software/1051443/wows) — 4.7/5 (97 reviews)
5. [Investera Pro](https://www.capterra.co.uk/software/1018626/investera-pro) — 4.8/5 (6 reviews)

## Reviews

### "This is great software\!  Customer Service is great.  They help me any time I need it." — 5.0/5

> **Chris** | *15 March 2018* | Recommendation rating: 10.0/10
> 
> **Pros**: I like the fact that it works and is within my budget.  As a small business I seek value in everything I do.  I drive a Honda because it's a great car at a fair price.  I use Captools because it's great software at a fair price.  It will actually do more than I use it for, like billing and trading.  It's robust.
> 
> **Cons**: It's so robust it's awkward to learn, but once you do, it simple and easy to run and maintain.  You can even customize the reports.  I first began using it in 2003.  It's good and tech support is there if you have a question or need help.  I can't ask for anything more and highly recommend it.

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### "Great experience spanning over eight years ..." — 4.0/5

> **Kwadwo** | *7 January 2016*
> 
> Started using Captools in 2007. It is simple to begin with and comprehensive enough for all portfolio management core functions. It handles fund accounting well. It also offers great flexibility with its reports that can be customized. Ideal for small and start-up investment management firms.

## Links

- [View on Capterra](https://www.capterra.co.uk/software/60670/captools-net)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/60670/Captools-net/> |
| en-AE | <https://www.capterra.ae/software/60670/captools-net> |
| en-AU | <https://www.capterra.com.au/software/60670/captools-net> |
| en-CA | <https://www.capterra.ca/software/60670/captools-net> |
| en-GB | <https://www.capterra.co.uk/software/60670/captools-net> |
| en-IE | <https://www.capterra.ie/software/60670/captools-net> |
| en-IL | <https://www.capterra.co.il/software/60670/captools-net> |
| en-IN | <https://www.capterra.in/software/60670/captools-net> |
| en-NZ | <https://www.capterra.co.nz/software/60670/captools-net> |
| en-SG | <https://www.capterra.com.sg/software/60670/captools-net> |
| en-ZA | <https://www.capterra.co.za/software/60670/captools-net> |

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