Build. Analyze. Pitch.
When advisors follow the same process, you sell more, reduce compliance risk, and improve customer experience.
Automate your audit trail & record compliance events.
Advisors are spending an increasing amount of time manually recording compliance checkpoints for Client-Focused Reforms (CFR). With CapIntel, firms can record KYC, KYP, and Suitability activities automatically. Integrate with Salesforce to automate data entry into existing contacts and identify errors quickly using dashboards.
Protect critical identity data with end-to-end protection.
With at-rest and in-transit encryption, you can rest assured that sensitive client data is kept confidential and secure. Amp up your security with Single-Sign-On (SSO) authentication and roles-based access controls.
CapIntel is SOC 2 Type 1 certified and on track for SOC 2 Type 2 certification.