• Slider Image
  • Slider Image
  • Slider Image

Since 1990, Captools Company has provided private financial advisors, family offices, and individual investors with reliable and secure portfolio performance tracking and tax compliance reporting software. We help financial managers personally account for all investment assets across foreign exchange currencies, independently and in coordination with the records of outside custodians per SEC Rule 204-2(c). We provide a unique service for both domestic and foreign investors who want to internationally invest in safe-haven assets outside of the U.S.

CAPTOOLS COMPANY is a private financial accounting software service based out of Issaquah, Washington, United States. We provide multicurrency accounting support and reliable, secure performance and compliance reporting capability to expert international investment managers, private financial advisors, and family offices.

Discover More!

Awesome Support

We care about our customers and will always respond quickly if you need us. We'll help you make the most out of Engrave!

Easy To Use

No need to touch any code! Create amazing page layouts and add the content you want using the drag & drop page builder.

Amazing Features

Take complete control with the Theme Options panel. Plus you can even customize each page or post in just a few clicks.

Get More Sales

Give your business the professional image it deserves. With Engrave you're visitors can stay longer and convert better!

Responsive Layout

Engrave is so smart that is automatically changes to Look great on all devices, everything from mobiles to desktops!

Retina Ready

Optimized for HD screens so your images always look sharp. Give your visitors the best experience with crisp icons!

Unlimited Colors

Choose any color scheme you want using our theme color selector. It's easy, change the site color in a single click.

Since 1990, Captools Company has provided private financial advisors, family offices, and individual investors with reliable and secure portfolio performance tracking and tax compliance reporting software. We help financial managers personally account for all investment assets across foreign exchange currencies, independently and in coordination with the records of outside custodians per SEC Rule 204-2(c). We provide a unique service for both domestic and foreign investors who want to internationally invest in safe-haven assets outside of the U.S.

OUR MOTTO

LATEST FROM THE BLOG

GET IN TOUCH WITH US

Want to get in touch? Go ahead! We love to hear from our users. Whether you want to ask a question, request a feature or give us feedback. We always love to hear from anyone that enjoys using our themes!

OFFICE ADDRESS

  • 14401 ISSAQUAH HOBART RD SE STE 203, ISSAQUAH, WA, 98027-6993, UNITED STATES

CONTACT DETAILS

Tel: 0207 123 4567 Fax: 0207 123 4567 Email: engrave@email.com

ABOUT ENGRAVE

Engrave is a multi-purpose WordPress theme packed full of amazing features. It's so easy to use and can be customized quickly using the amazing theme options panel.

Captools Company has helped thousands of clients gain access to safe, secure, reliable investment performance tracking and independently held tax reporting records for decades. Currently, we serve private financial advisors and professional portfolio managers who wish to maintain the regulatory standard of holding their client asset information separately from outside custodians. Our SQL server based application-client suite includes multi-user capable program suite that allows the client to remain in charge of their financial data. Our software allows financial managers to track and account for investment assets independently but in coordination with records of outside custodians per SEC Rule 204-2(c). Our software is used domestically by U.S. advisors and high net worth investors as well as by non-U.S. money managers. Our software's multi-currency capabilities keep track of clients' funds across a broad array of internationally denominated assets. Our tools facilitate optimal tax strategy with regulatory compliance throughout shifting multi-currency international markets.

Captools Company is a portfolio tracking software provider for independent investment advisors and money managers. Multi-currency ROI tracking for U.S. and international investing and multi-account reporting.

Explore Deeper!