The perfect plan for you

Plan for practices of every stage, size, and shape.


More than 20 core users

Starts at


Per user/month
Billed annually

Personal Pro, plus:

  • Onboarding packages with your own marketing materials
  • Customizable investor questionnaires & KYC
  • White-labeled client proposal templates
  • Multiple user training options
  • SLA-backed support with Service Credits
  • Advanced analytics
  • Admin Console access
  • Custom proposal disclaimers

Flexible plan structure, with options for:

  • Data streams for ESG and global mutual funds
  • Custom fund data hosting
  • Client Focused Reforms Compliance Package
  • Two-way Salesforce integration

Asset Managers

More than 5 users

Starts at


Per user/month
Billed annually

Enterprise, plus:

  • Custom private fund data hosting
  • 5 Customized proposal templates
Proud partners of
PPIBMO InsuranceIG Wealth ManagementBMO Global Asset ManagementMD Private Investment Counsel


We work with 3 of the 15 largest institutions in North America & over 9,000 advisors. Take a look at how these organizations are managing their practice with CapIntel.


Small to medium sized wealth management firms are earning back time to prospect using CapIntel.