Capitalio
Capitalio is a modern wealth intelligence platform giving private wealth managers and investors a consolidated view of net worth, asset allocation, and real-time performance.
We designed and engineered the product from scratch, featuring live asset pricing, benchmark comparisons against the S&P 500, and multi-asset class allocation modeling.
- Client
- Capitalio Finance
- Industry
- Wealth & FinTech
- Year
- 2026
- Stage
- MVP → Production
- Engagement
- 5 months
- Services
- Product Strategy, UX/UI Design, Full-Stack Engineering
- Stack
- React, TypeScript, FastAPI, PostgreSQL, Tailwind CSS
- Results
- Multi-asset tracking across stocks, crypto, and real estate with sub-second portfolio rebalancing
The challenge
High-net-worth investors were juggling fragmented brokerages, crypto wallets, and illiquid real estate valuations across disconnected portals.
- Unify public equities, private equity, crypto, and real estate into one reliable net worth calculation
- Benchmark performance accurately against indices like the S&P 500 in real time
- Provide automated risk analysis and allocation rebalancing triggers
How we structured it
We structured the experience around immediate clarity and deep portfolio intelligence:
Aggregate → Analyse → Forecast
Aggregate
Connect institutional brokerages, custodial APIs, and crypto exchanges into one unified ledger.
Analyse
Calculate historical returns, risk exposures, and sector-level performance metrics.
Forecast
Model target distributions, liquidity scenarios, and tax-loss harvesting opportunities.
What we built
Consolidated net worth view
Real-time multi-asset aggregation across global markets and alternative investments.
Interactive performance benchmarks
Dynamic time-series tracking against major market benchmarks with dividend adjustments.
Automated asset class rebalancing
Instant alerts and target allocation drift tracking across equity and fixed income holdings.
The outcome
- Portfolio sync latency
- sub-sec
- Portfolio sync latency
- Asset classes unified
- 4+
- Asset classes unified
- High-fidelity financial charts and dark mode interface engineered for rapid analysis
- Enterprise-grade security and read-only financial data aggregation pipelines
Work with us
Have a complex product to build? Tell us what you’re building. Book a call, or email us whenever it suits.