See our tools and capabilities
No matter your size, analyze investments and grow your business all in one compliant platform.
![](https://cdn.prod.website-files.com/64dd23165d7d5bee4ea74cd4/6524db405b57ce7baf013dcf_Untitled%401-1512x827%20(2)%201.png)
Omni
Provide a digital experience that puts clients first and your brand in the spotlight.
Learn More
![](https://cdn.prod.website-files.com/64dd23165d7d5bee4ea74cd4/6524db404cca4ce462907f70_esg-recolour%201.png)
![](https://cdn.prod.website-files.com/64dd23165d7d5bee4ea74cd4/6524db401fdc305e10586183_OMNI%20-%20Copy%404-1512x827%201.png)
![](https://cdn.prod.website-files.com/64dd23165d7d5bee4ea74cd4/6503e6b9623861f662d332c0_custom-data-icon.png)
Reliable Data
Access a global data stream of mutual funds, ETFs and equities.
![](https://cdn.prod.website-files.com/64dd23165d7d5bee4ea74cd4/6503e6930bbbe2ea72b9407a_builder-icon.png)
![](https://cdn.prod.website-files.com/64dd23165d7d5bee4ea74cd4/6503e6a096969ba574b246da_collab-icon.png)
![](https://cdn.prod.website-files.com/64dd23165d7d5bee4ea74cd4/6503eaf7858baf5247745319_admin-control-icon.png)
![](https://cdn.prod.website-files.com/64dd23165d7d5bee4ea74cd4/6503e6845a3a1013ed1f14e7_analytics-icon.png)
Analytics
We calculate hundreds of metrics in real time.
![](https://cdn.prod.website-files.com/64dd23165d7d5bee4ea74cd4/6503e6cfc284645ab4521d88_integration-icon.png)
![](https://cdn.prod.website-files.com/64dd23165d7d5bee4ea74cd4/6503e6ad9f830c92c9c116ca_compliance-icon.png)
Client-Focused Reforms
Address key compliance checkpoints for Client-Focused Reforms (CFRs).
![](https://cdn.prod.website-files.com/64dd23165d7d5bee4ea74cd4/6503e706fab9f0c7a35c4451_security-icon.png)
![](https://cdn.prod.website-files.com/64dd23165d7d5bee4ea74cd4/6505e4776135471737541b66_enterprise-placeholder.png)
See how enterprises are using CapIntel.
We work with 3 of the 15 largest institutions in North America & over 10,000 advisors. Take a look at how these organizations are managing their practice with CapIntel.