As co-founder, Greg Yee takes on numerous executive roles, including the management of technology and product development. In the area of technology, Mr. Yee oversees all software design, development, quality assurance, deployment, operations and data security. In the area of product, Mr. Yee is responsible for assessing and prioritizing new features, all technology integrations, and ongoing project management, including communications with advisors.
Drawing on his past experience managing technology, engineering and product teams within companies large and small, Greg Yee has adopted industry best practices in software development, technical architecture, and use of open-source technologies that enable Capitect to rapidly build and deliver high-quality, easy-to-use solutions and enhancements that meet the changing expectations of advisors and their clients.
Greg Yee’s leadership has enabled Capitect to deliver a number of innovative solutions and enhancements even with the modest resources of a fast-growing startup. Most impactful was the release of Portfolio and Rebalance Architect, which together enable advisors to construct and deliver personalized portfolios to each client at scale using their own strategies.