Our Company Capnetix is a dynamic solution provider that develops institutional-strength record keeping systems for the investment management industry with a focus on improving back-office operations. The company was founded in 2007 by a world-class team of software industry veterans with a passion for applying technology to solve the complex problems facing today’s investment management professional.
Our mission is to provide firms a competitive edge through best-of-breed, next-generation systems. We stand behind our products as a true partner, not as an ordinary software vendor. We encourage clients to challenge us with their personalized vision for superior technology. Then we deliver, time and again.
Our design philosophy is based on our deep roots in developing advanced manufacturing systems for the semiconductor industry and our core belief that software should focus on empowering the subject matter expert by emphasizing Configuration over Customization.
Our flagship product, Fundix™, is the most modern and advanced transfer agency system on the market today. Based on a state of the art Software-as-a-Service (SaaS) 2.0 Architecture, Fundix™ provides a simple, secure and transparent approach to the challenges facing the global investment management professional today.

A History of Innovation:

Applying over 30 years of industry expertise the founders have built and deployed numerous large-scale systems including a state of the art Pooled Fund Trading Platform to support more advanced fund management challenges for one of the world’s largest financial management institutions. This advanced technology platform used many of the system design concepts brought from the world of integrated advanced manufacturing systems and was easily scaled to handle the volume and complexity of data flowing from investment accounting to fund accounting.
Other capabilities developed by the Capnetix team include straight through processing of trial balance data with direct mainframe connectivity, automated investment performance calculations using industry standard performance algorithms and pension fund analytics including a flexible reporting module which links live data queries into the large data universe which results in the automated creation of Microsoft Powerpoint™ Presentations.
Capnetix has leveraged this expertise to build a suite of applications ideally suited for outsourced fund administration companies such as Business Process Outsourcing (BPO) companies and custodians that seek the industry’s best practices delivered through an advanced SaaS 2.0 based computing model.