Empower advisors to analyze, compare, and recommend
Built for scale, trusted by advisors. Give your team a unified space to explore product fit and model portfolio outcomes, aligned with each client's financial objectives and compliance.
Advanced product discovery
Find the right product in seconds with powerful search tools for asset class, fund family, risk level, holdings, ESG scores, and more.
Portfolio-to-portfolio analysis in 1 minute
Build full portfolios in 1 minute or less. Import any file type, from photo to PDF, with CapIntel's AI Statement Reader to pull holdings without the risk of manual error.
Embedded compliance
KYC, Suitability, and documentation trails; compliance isn't just a box to check. Necessary compliance checkpoints are woven into the flow with the right questions at the right time, keeping everything aligned with firm policies.
"It's the most intuitive platform I've used in almost 20 years in financial services."
Brent Allen – EVP & Head of Strategy and Operations at IG Wealth Management
A smarter stack for smarter recommendations
Every comparison runs on purpose-built infrastructure designed to scale precision, compliance, and speed across your entire advisor base.
Powerful search & filtering
Find exactly what you need with advanced search across asset class, fund family, ESG ratings, and 100+ metrics.
Compliant by default
KYC, Suitability, and documentation trails; compliance isn't just a box to check. Necessary compliance checkpoints are woven into the flow with the right questions at the right time, keeping everything aligned with firm policies.
Model & strategy templates
Support advisors with pre-built house models and instant access to your approved strategies.
Interactive comparison views
Update holdings by adding, removing, or reweighting a product and see the impact in real-time. Advisors can dive into deeper conversations around risk, income, and long-term strategy.
Proposal-ready in one click
Move from analysis to presentation instantly. Turn any comparison into a beautiful proposal in seconds.
Current & reliable data engine
Powered by integrations with leading data providers and custom client data streams, ensuring advisors always work with the latest information.
Our criteria for choosing a new platform was it be user-friendly and able to seamlessly improve the interactions between our advisors and Members. After seeing a demonstration of CapIntel, we thought, ‘Wow!’
— Dilys D'Cruz, Senior Vice President, Wealth at Meridian Credit Union
in the first 6 months
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.
