A better proposal generation process
CapIntel and FactSet offer an integrated workflow to create polished presentations that impress prospects and clients.
Easy to use, fast ROI
Reduce the swivel-chair effect—CapIntel's proposal generation tool is readily available in the FactSet Workstation.
Trusted and secure
Keep client information stored securely within a single tech stack, powered by FactSet’s leading data and analytics.
The ultimate workflow
Connect CapIntel, FactSet, and your CRM to unlock an end-to-end solution that serves any and every workflow need.
See how it works
Leverage interactive visuals
Present product recommendations with dynamic, easy-to-understand graphics and charts aimed at building client-advisor trust.
Create proposals in minutes
Save time with an intuitive presentation builder that takes the guesswork out of creating polished, investor-friendly proposals.
Elevate client engagement
Connect with clients no matter where they are. Cloud-based proposals allow you to engage with clients in person and on the go.
