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CapEx360®
Cloud-based portfolio accounting software for investors
Table of Contents
CapEx360® - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: October 2026
CapEx360® overview
What is CapEx360®?
Designed for investment managers, brokers and advisory firms, Vantage Portfolio Accounting is a cloud-based software that helps manage multiple client portfolios including both registered and non-registered accounts and provides tools to analyze cash flows from client funds.
The application includes a secure web portal that enables users to access their portfolio data from any location with an internet connection. Vantage Portfolio Accounting facilitates integration with third-party applications to ensure secure data import/export to the system.
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CapEx360®’s user interface
CapEx360® reviews
Overall rating
No reviews
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend0/10
5
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CapEx360®'s key features
Most critical features, based on insights from CapEx360® users:
All CapEx360® features
CapEx360® alternatives
CapEx360®
Starting from
No pricing info
Corporify
Starting from
1
Per year
PackHedge
Starting from
5000
Per year
Diligent Equity
Starting from
No pricing info
CapEx360® support options
Typical customers
Platforms supported
Support options
Training options