Manage your

Support a consistent sales process. Empower compliance, product, and distribution teams with our intuitive admin controls.

Add model portfolios directly to advisor accounts.

Upload your product shelf and show advisors which products are available for sale.

Understand your competitors & prospects with our admin analytics.

Controls that just make sense.

Model portfolios at the ready.

Build and share models with groups of advisors, or across your company. Make it easy for them to access the latest models and use them in client presentations.

Avoid errors with Shelf Manager.

Pitching a product you cannot sell damages client relationships. Shelf Manager eliminates this risk by showing advisors which products are approved for sale. Use controls to warn advisors when they’re about to pitch a client with products not on the shelf.

Get team insights and strategic reports.

Collect usage data to understand how your team is using CapIntel. Run reports and evaluate what prospects are holding, most searched funds, products most often compared to house models and more.


Keep everyone in-the-know. Collaborate quickly and easily with the ability to share comparisons and add notes throughout your organization.


Join thousands of independents and small to medium sized wealth management firms who are elevating their brand and increasing sales with CapIntel.