Captools/net Features by license level (subject to change/correction)
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Pro/1
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Pro/2
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Pro/3
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Pro/4
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Enterprise
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Enterprise/3
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Enterprise/4
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General
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Desktop PC Independent of Server
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No
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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User Levels (Admin + up to 4 user levels)
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Admin only
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2 Levels
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2 Levels
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2 Levels
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3 Levels
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4 Levels
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5 Levels
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User-Level Permission Controls
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n/a
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Windows style interface for data viewing & editing
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Extensive data filtering, sorting & subtotaling capabilities
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Extensive user interface customization capabilities
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Web Browser interface for reporting and admin functions
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Custodian/Clearing Firm Data Import Interfaces (see note #1)
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Yes (~12)
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Yes(~30)
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Yes(~45+)
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Yes(~45+)
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Yes(~30)
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Yes(~45+)
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Yes(~45+)
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Securities Price/Fundamental Data Interfaces (see note #2)
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Customizable Data Import and Export Templates (all tables)
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Software Support (subject to licensing terms)
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Named caller(s) phone support (Captools Co. hours, note #3)
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Named admin user(s) email support
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Privacy-protected data extracts for analysis by Captools Co.
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Built-in screen shot email capability
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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User initiated remote diagnostics option
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Client Detail
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Pro/1
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Pro/2
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Pro/3
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Pro/4
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Enterprise
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Enterprise/3
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Enterprise/4
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Clients by Rep ID
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No
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Family Grouping
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Client Grouping
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No
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Primary, Work, & "Other" Addressing
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Primary, Work, & "Other" Phone, Fax, Email
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Report E-mail, Faxing options & client password
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Client customizable tax rate classification
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Relation/Beneficiary Information Records
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No
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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PDF Acro-Form Fill with PDF template tool
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Client Data "Privacy" option (obscures SS#, etc. on display screen)
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Account Detail
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Pro/1
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Pro/2
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Pro/3
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Pro/4
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Enterprise
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Enterprise/3
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Enterprise/4
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Grouping categories (for sorting/grouping, max #)
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2
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3
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5
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6
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3
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5
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6
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Benchmark Indices assignable at account level
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Minimum Cash & Tax W/H specifications
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Discretionary Specification
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Sales & Income Proceeds & Security Delivery specification
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No
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No
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Yes
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Yes
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Yes
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Yes
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Yes
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Fee Exclusion Option (by $ amount)
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No
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Sub-accounts for custodian account numbers
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No
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Account Note Records
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Portfolio Functionality
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Pro/1
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Pro/2
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Pro/3
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Pro/4
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Enterprise
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Enterprise/3
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Enterprise/4
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Over 70 transaction codes (supports virtually all security types)
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Tax Support (see below for detail)
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Computation and accrual of bond interest income
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Automated Amortization of bond premiums/discounts
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No
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Sub-account detail tracking/reporting
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No
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Unsettled Shares/Amount tracking/reporting
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No
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No
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Yes
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Yes
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No
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Yes
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Yes
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Portfolio leverage/margin interest tracking/reporting
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No
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No
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Yes
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Yes
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No
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Yes
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Yes
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Short vs. Long detail tracking/reporting
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No
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No
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Yes
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Yes
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No
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Yes
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Yes
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Computation and accrual of dividend income
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No
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No
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Yes
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Yes
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No
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Yes
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Yes
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Computation of accrued income on cash and cash equivalents for ROI
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No
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No
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Yes
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Yes
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No
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Yes
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Yes
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Transaction level strategy tracking/reporting
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No
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No
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No
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Yes
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No
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No
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Yes
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Cash/Margin sub-account tracking/reporting
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No
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No
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No
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Yes
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No
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No
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Yes
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Computation of account credit/debit interest
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No
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No
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No
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Yes
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No
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No
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Yes
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Multi-currency portfolio option (extra cost)
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optional
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optional
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optional
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optional
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optional
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optional
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optional
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Investment Tax Detail
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Pro/1
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Pro/2
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Pro/3
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Pro/4
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Enterprise
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Enterprise/3
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Enterprise/4
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Five tax lot methods (Fifo,Lifo,Avg,Avg2,Specific lot)
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Automatic and manual tax lot assignment options
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Estimated tax computations to support after tax ROI
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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User-specifiable tax rates at local, state, federal level
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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User-specifiable security and portfolio specific tax rate factors
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Wash sale computations (identical security cases)
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Minimum IRA withdrawal computation
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Income Reporting by category
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Reporting
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Pro/1
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Pro/2
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Pro/3
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Pro/4
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Enterprise
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Enterprise/3
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Enterprise/4
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Highly Customizable Reports
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Configurable Headers & Footers (including logos/disclaimers)
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Configurable report embedded body text
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Extensive font, color and style controls
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Extensive report table layout controls
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Large selection of configurable report charts
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Built-in, easy to use report customization interface
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Available optional third party report customization interface
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Yes
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Report Templates (# of "Standard Reports", see Note #4)
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60+
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60+
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90+
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90+
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60+
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90+
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90+
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Chart Templates (# of "Standard Charts", see Note #4)
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40
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40
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60+
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120+
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40
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60+
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120+
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Approx. # available report data fields (across all available reports)
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400
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450
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580
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645
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460
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580
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645
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Standard Output Formats
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