Expand advisor impact
CapIntel gives advisors one connected platform to prepare faster, compare options clearly, present with confidence, and guide clients to decisions they trust.
Why storytelling wins, and complex data doesn't
We do not learn through memorization. We learn through stories that make information make sense. The same goes for clients—they do not absorb spreadsheets or hypothetical returns. They trust narratives that connect investments to their goals, backed by data.
2x faster decisions
Visual insights accelerate action
Platform capabilities
A connected toolkit that merges efficient advisor workflows with personalized client experiences.
Unified data, always in sync
Your single source of truth for investment data. Connect your product shelf, models, external data feeds, and CRM systems, all governed, validated, and kept up to date automatically.
Clear, side-by-side decision support
Instantly compare portfolios, funds, and models side-by-side. Reveal differences, clarify tradeoffs, and simplify decisions.
Client-ready storytelling in one click
Turn complex insights into clear, branded presentations built for storytelling and decision making.
"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
Real-time insights for smarter recommendations
The most sensitive client topics translated into visuals and plain language clients understand.
Compliance built into every workflow
Centralize rules, product shelf controls, documentation, disclosures, and guardrails so every proposal your advisors produce is consistent aligned with compliance
Partnerships
Connect with custodians, CRMs, planning tools, and data providers to unify advisor workflows and reduce operational friction. Built for secure, seamless enterprise integration.
The CapIntel
advantage pillars
A clear view into the thinking behind how we make advisors more effective.
Integrate without disruption
CapIntel plugs into your existing workflows— no swivel chair.
Compare with clarity
Highlight differences between portfolios and products instantly. Less toggling, more talking.
Present with confidence
Transform complexity into visually compelling proposals clients actually understand—and trust.
Continue the momentum
Speed up decisions, ensure compliance, and move seamlessly from proposal to onboarding.
Integrate without disruption
CapIntel plugs into your existing workflows— no swivel chair.
Compare with clarity
Highlight differences between portfolios and products instantly. Less toggling, more talking.
Present with confidence
Transform complexity into visually compelling proposals clients actually understand—and trust.
Continue the momentum
Speed up decisions, ensure compliance, and move seamlessly from proposal to onboarding.
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.
