GrowthGrowth
starts with a presentation
CapIntel empowers wealth firms to scale trust and transparency through compelling presentations that explain advice, strengthen relationships, and grow your business.
Redefining the
advisor-client experience
Every comparison runs on purpose-built infrastructure designed to scale personalization, compliance, and storytelling across your entire advisor base.Start conversations that matter
Connect with clients on a personal level by reflecting their unique goals and dreams.
Turn insights into stories
Transform complex financial details into clear, relatable narratives that resonate.
Present with empathy and confidence
Deliver proposals that speak to the heart as well as the mind, building trust along the way.
Build lasting relationships
Guide clients seamlessly from proposal to onboarding, with software that enhances your ability to build relationships.
Real results from top firms
See the impact CapIntel delivers. Explore how one firm transformed their sales process with compliant, personalized presentations that close.
[CapIntel] adds confidence for advisors. It leads to stronger relationships with their customers, more value demonstrated to their clients, and better conversations.
— Keith Newhook, Former Senior Vice President, Sales at PPI
Most proposals hurt client trust
Advisors aren't short on data. They're short on tools that actually help clients decide. Most platforms rely on spreadsheets, static PDFs, or jargon-heavy presentations. Clients feel overwhelmed and decisions stall.
Advisors and clients deserve better.
Why advisors love using CapIntel
We go beyond displaying data—we empower decisions. CapIntel blends storytelling, personalization, and visual insights to build conviction, earn trust, close faster, and save time with the fastest workflows.
Grow your practice with insightful tools.
It's the most intuitive platform I've used in almost 20 years in financial services.
–– Brent Allen, EVP & Head of Strategy and Business Operations at IG Wealth Management
OUR WHY
Building wealth takes time.
Great stories help it happen faster.
CapIntel turns recommendations into resonant narratives, helping advisors win trust, close more, and educate along the way.
Ready to transform how you work with clients?
Most proposals confuse clients. Yours shouldn't.
CapIntel makes it easy to compare, explain, and win trust—fast.
