CapaCity is a collaborative wealth platform for couples and individuals. They pay, they use it daily — and you get a free real-time dashboard of their full financial picture, plus the reputation of the advisor who finally gave them clarity.
26%
of advisors satisfied with their tech stack
NextWealth, 2024
101k+
certified financial advisors across Europe
EFPA, 2025
#1 pain
re-keying data across disconnected platforms
NextWealth, 2024
The problem
Between sessions, your clients are in the dark. Couples track shared wealth in separate spreadsheets, argue over finances, and make major decisions without a complete picture. The advisor who solves this becomes indispensable.
By the time a client walks into their annual review, the numbers are months out of date. You're advising on yesterday's picture.
Clients track assets and liabilities across separate tools. You never see the complete balance sheet — and neither do they.
Couples manage money in parallel — separate accounts, separate views, separate assumptions. Financial decisions become guesswork, and arguments follow.
What you get
Ambassador advisors get a free real-time view of every client portfolio they refer. Your clients get a collaborative wealth platform they use daily — and credit you for it.
Monitor all client portfolios in one place. When a client's cash runway drops, you see it before they call.
Every asset and liability is tagged by stakeholder — individual or joint. One click switches the entire dashboard between views.
Forward-looking by default. CapaCity models compound growth and debt amortisation to show clients exactly where they're headed.
Run "what if" scenarios with clients in real time — a property purchase, career change, or early retirement — before committing.
Share a secure, read-only view of a client portfolio with co-advisors, accountants, or family members — no extra login required.
A real-time indicator of months of liquid coverage against monthly obligations. Colour-coded so you never miss a warning sign.
Free Research
Our research report for independent financial advisors. Why clients are outgrowing the annual review model, what collaborative wealth management looks like in practice, and why the advisors who move first will be impossible to replace.
The Collaborative Wealth Gap
CapaCity Research Report · 2026
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