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.