Your entire tech stack talking to each other, finally
CapIntel unites your CRMs, custodians, fund data, ESG sources, and internal rules into a single, live ecosystem so advisors can skip the spreadsheets and focus on what actually moves the needle.
No more exporting.
No more syncing.
Just data that works.
CapIntel connects with the tools you already use. CRMs, custodians, fund databases, planning software, and more, all flowing into one seamless experience. Nothing to rewire. Nothing to re-learn. Just faster workflows, better compliance, and tailored advice that feels effortless.
Put AI to work on your paperwork
Use CapIntel's AI Statement Reader to extract holdings directly from PDF account statements. Turn static paperwork into actionable insight, so you can compare, advise, and close in less time.
"We were using three different tools to cobble together proposals. With CapIntel, we cut prep time by 80% without changing a thing in our stack."
Dilys D’Cruz – SVP Wealth at Meridian Credit Union
Everything, everywhere,
all in sync
CapIntel handles the heavy lifting with integrations to:
Custodians
Real-time visibility across all client accounts. Streamline data aggregation from over 20 custodians without lag or gaps.
Planning software
From portfolio to plan in one step. Send live portfolio data straight into financial planning tools with no copy-paste required.
CRMs
One source of truth for every relationship. Sync contacts, notes, and segmentation logic from platforms like Salesforce to power personalization and eliminate duplicate work.
ESG databases
Bring values into the equation. Layer ESG data directly into comparisons to help clients invest with purpose.
Fund data providers
Trusted third-party data on tap. Access data from multiple leading industry sources. Always current. Always credible.
Internal models & rules
Custom logic, compliance, and allocations baked in. CapIntel supports your firm's way of working out of the box.
Now I can walk into any meeting knowing I've got the best recommendation, and proof to back it up."
– Dilys D’Cruz, SVP Wealth
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.