Client-ready presentations, at scale
Create stunning, on-brand presentations in minutes. From product comparisons to full portfolio recommendations, every detail is auto-formatted, data-backed, and built to strengthen trust.
From insights to impact
Build a cohesive story directly from your comparison or proposal workflow. Each output is tied to live data and tracks your logic, so compliance, advisors, and clients all stay aligned.
Presentation modes for every moment
Present live to a client, send a live link to any device, or print a PDF for more traditional interactions. Presentations adapt to the moment, supporting every kind of client conversation. Advisors can skip slides, deep-dive into analytics, or send a polished deck—all from the same flow.
Reliable data, fully branded
Every proposal is client-specific and enterprise-grade. Reliable fund data, embedded disclosures, and brand customization mean your presentations look sharp, stay compliant, and give every advisor an edge in the room.
"Companies have been making investment comparison and proposal software since the '90s, but I've never seen something so easy-to-use and client-friendly as CapIntel."
Brent Allen - EVP & Head of Strategy and Operations at IG Wealth Management
From click to confidence. Instantly presentation-ready.
Stop building decks manually. Every proposal auto-generates into a branded, compliant slide deck that updates in real time, so you can focus less on formatting and more on closing.
Auto-generated slides
Every comparison or proposal turns into a slide deck automatically.
Dynamic data updates
Slides reflect live changes, so edits to holdings or models sync in seconds.
Multiple formats
Export to PDF, run in Presentation Mode, or embed slides in your proposal workflow.
Custom branding
Add firm logos, brand colors, and disclosures with no design work needed.
Built for compliance
Integrated KYC/KYP prompts and slide-level disclosures for every meeting type.
Client-specific versions
Tailor each deck to client goals, account types, and investment strategies.
[CapIntel] adds confidence for advisors. It leads to stronger relationships with their customers, more value demonstrated to their clients, and better conversations that lead to new opportunities.
— Keith Newhook, Former Senior Vice President, Sales at PPI
client's investment deposits year over year
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.
