See our tools and capabilities

No matter your size, analyze investments and grow your business all in one compliant platform.


Provide a digital experience that puts clients first and your brand in the spotlight. 


Offer data to help clients feel confident their investments align with their values.


Connect with advisors like never before. 

Compare Investments

Compare an unlimited number of products and portfolios instantly.

Reliable Data

Access a global data stream of mutual funds, ETFs and equities.

Proposal Builder

Build professional presentations in seconds.

Team Collaboration

Share your work with team members to save time.

Admin Controls

Manage your brand, models, and business.


We calculate hundreds of metrics in real time.


Manage all your client activities in one place with smart integrations.

Client-Focused Reforms

Address key compliance checkpoints for Client-Focused Reforms (CFRs).


Rest assured that you and your client’s data is fiercely protected.

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.

Learn More