Your new immersive digital finance hub.

Want to understand your financial position at the click of a button? CapSync provides access to accurate and dynamic data allowing you to track your wealth in real-time. And it starts with your Personal Financial Statement.

Key Features

Data Aggregation

Connect with over 12,000 institutions to centralize your financial data—allocate your assets and liabilities into your digital real time Personal Financial Statement.

In-App Requests

Manage requests and consolidate your action items for efficiency. Set email and text notifications and reminders to prioritize and stay on top of your to-do list.

File Management

Store, share and audit your financial documents—such as custodian statements and tax documents. Reduce storage space and enhance collaboration.

Download and share your PFS

Download and share your PFS along with supporting files directly with external financial institutions simplifying the credit application and investor vetting process.

How CapSync works?

Connectivity. Transparency. Growth.

It’s simple. Connect your financial institutions and allocate your assets and liabilities to your balance sheet accounts to build your Personal Financial Statement. No financial institution? No problem—you can add your accounts manually too.

Why CapSync ?

 

Sync and Allocate

Sync and analyze your PFS, enabling you to track net worth and set financial goals. Understand your asset and liability allocation and divide your hard-earned investments into various asset classes, giving you the potential to earn higher returns while lowering the risk by diversification.

Connect Wealth Manager

Digital engagement drives relationships. Streamline your processes to operate efficiently and confidently. Connect your account and collaborate with your Wealth Manager and additional team members. Sit back and let them guide you through your financial journey.

Investor Accreditation

We offer Rule 506(c), Rule 506(b) accredited investor & qualified purchaser verification and certification services that are simple, reliable, and secure. Need a custom verification? Submit your request and we’ll take care of the rest so you can focus on raising capital and investing.
Free Trial

Start your free trial now!

CapSync is here to help you track your financial health
in real-time.

    CapSync, Web Dashboard Illustration

    Get In Touch

    Office Locations and Contact Information

    Address

    USA
    Century Plaza Towers, 2029 Century Park E, Suite 400N, Los Angeles, CA 90067
    INDIA
    601-603, 6th Floor, The Citadel, Opp. Star Bazaar, nr. Brand Factory, Adajan, Surat 395009

    Ready to get started?

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