Backed by top fund data providers so you can count on accurate, 3rd party information.
Save time with live analytics that adjust in real time as you make changes
Find products using advanced search. Filter by type, risk, holdings, and more.
Copy, paste, edit & see your changes live.
Compare products and copy, paste, and edit portfolios to see the impact of your changes live. Spend less time analyzing and more time with your clients.
See the metrics you need.
See key metrics on Performance, Holdings and Risk. With over 100 metrics calculated, you’ll have all the data you need to make decisions.
See your changes updated in real time.
Instantly see the impact of removing, reallocating, or adding new products on your portfolio’s key metrics.
Intuitively designed to save time.
What used to take an hour now takes minutes with CapIntel. Spend more time prospecting and speaking with existing clients.