CapIntel Omni

The new standard of client engagement

A digital-first investment presentation that’s modern, accessible, comprehensive, and interactive.  

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Share an interactive, personalized investment presentation with a click of a button

Offer a more holistic experience and highlight your client’s overall financial health and goals

Build stronger client relationships with increased transparency and financial education

Comprehensive financial advice wherever, whenever

Omni presentations provide a digital wealth management experience like never before. Dynamic and interactive content can be viewed across all screens, no matter where your client is.

Provide an elevated experience

Omni digital presentations transcend the limitations of paper and PDFs. Allow clients to engage with advice, including additional context, financial literacy opportunities, and interactive comparisons.

Integrate your brand story and values

Branded templates make it easy to create best-in-class proposals that highlight an advisor’s experience and company values while maintaining brand standards.

Unlock more client-facing time

Omni's all-in-one comparison and proposal builder includes necessary compliance guardrails, to streamline an advisor’s workflow and unlock more time to spend with clients.

An invaluable tool that has cross-functional benefits 


Ensure your brand is represented the way it's intended with presentation templates that tell your company story your way — the right way.


Build client trust and spark valuable conversations with investment presentations that are comprehensive, personalized, and accessible.


Standardize company compliance practices with guardrails that enforce regulatory requirements and track advisor-client communication.


Present your product in a way that’s engaging and interactive to help clients understand your offering better than ever before.

See how Omni will work for your Enterprise.

Join leading wealth management firms using CapIntel. 

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