Turn complex data into clear investment narratives
Create narratives that resonate with clients using tools that add rich context, improve clarity, and help drive confident decisions. Instantly bring portfolios into situational analyses, see how they stack up against risk profiles, and more—empowering advisors to present smarter.
Risk insights in an instant
Import and analyze risk profiles seamlessly to view comprehensive asset allocations and risk metrics. Deliver confident, data-driven presentations that meet your firm’s standards.
See tax impacts before you transition
Quickly visualize the tax implications of shifting a client from their current portfolio to your proposed recommendation. Use these insights to fine-tune allocations with confidence.
Historical scenarios
Provide meaningful market context without overwhelming your client. Demonstrate how a portfolio would have performed through real market events—recessions, rate cycles, bull markets, and more—using simple, intuitive visuals.
"It offers real-time education and provides an opportunity for the advisor to deepen the Member's financial confidence and help select the right portfolio to meet their financial goals."
Dilys D'Cruz, Senior Vice President, Wealth at Meridian Credit Union
Insights that drive better investment decisions
Bring meaningful context into portfolio analysis while enabling confident, data-backed action.
Fund + portfolio comparisons
Stack product-level views with model portfolios for side-by-side clarity and alignment.
Dynamic ESG insights
Get ESG context directly in the flow—no exporting required.
Income stream analysis
Break down cash flows across income products and asset classes for near- and long-term clarity.
Future projection modeling
Model short- and long-term growth paths using your firm's Capital Market Assumptions to support planning and close with confidence.
Seamless financial planning integration
Integrate financial plans effortlessly with our platform tools. Deliver more holistic advice by syncing clients' portfolios and plans into one streamlined workflow.
"[CapIntel] adds confidence for advisors. It leads to stronger relationships with their customers, more value demonstrated to their clients, and better conversations opportunities."
— Keith Newhook, Former Senior Vice President, Sales at PPI
client's investment deposits year over year
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Most proposals confuse clients. Yours shouldn't.
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