Performance Reporting via Capitect

The custom domain login is blackoak.capitect.com

I'm very happy to introduce something I've wanted to provide clients for a very long time... Performance Reporting!

When logging in, you can view your TDAI accounts, as well as aggregate outside accounts.

I will also be using this platform to send concurrent notification of when quarterly management fees are drafted, which increases transparency even further.

Call me with any questions 336-803-2825

*If you haven't logged in and need a new invite email, let me know.

 

Phillip Hanks