Intuitively designed. So you can focus on your clients.
See long term improvements in sales and time saved with CapIntel.
Vetted Data Sources
Compare investments with ease.
Access a universe of millions of products: mutual Funds, ETFs, seg funds, fund of funds, equities, and bonds. Compare an infinite number of products head-to-head or combine them into portfolios to make direct recommendations to clients. We’ve partnered with the top fund data distributors so you can feel confident that your comparisons are up-to-date and accurate.
In as little as 3 clicks, build customized client presentations using beautiful templates or personalized data selections that best speak to your clients needs. Display valuable metrics that help educate your client without the bloat of data-heavy presentations.
We’ve designed CapIntel to share throughout teams and enterprises. Have an assistant enter a client’s statement, share comparisons between team members, and add notes and commentary ─ all to save time and work better together.
We understand data privacy and the need for advanced security controls in a cloud-based, digital world. That’s why we make the security of you and your clients’ data our top priority. We’re also SOC 2 Type 1 certified.
Get the most out of CapIntel with our seamless integration with Salesforce, available for Enterprise accounts. Avoid double-work by accessing your Salesforce client files directly from the CapIntel platform.
See how we work for you.
Whether you’re an independent advisor or a large wealth enterprise, CapIntel can help you best manage your practice.
Keep all your models and favourite funds organized.
Store and manage your contacts all in one place.
Look professional with, easy-to-understand client presentations, and close deals in 1 to 2 meetings.
Accomplish more in a single platform and give yourself more time to prospect and serve clients.
Work collaboratively with your team and add Assistant licenses to your account.
Poise your clients for success when selecting investments by aligning your recommendations with their risk profiles.
Boost sales with a models-based approach that aligns your client’s portfolio with their investment objective, so you can focus more energy on your client relationship
Integrate with Salesforce to enrich your CRM with investment proposal, product selection and compliance data.
Tell your brand story with white-labelled client presentations and onboarding packages.
Share directly with financial advisors on the platform.
Earn 45 minutes per day to prospect more.
Implement client presentation standards to help reduce the risk for E&Os.
“I have reviewed many fund search software and websites over my 19 year career and I can honestly say that CapIntel is the easiest and most comprehensive program I have worked with. I would rather pay for an excellent program and have support than free with no support.”
Jeff SmithAdvisor & Co-Founder of The FINancial Company
“Using CapIntel has shortened my meeting prep time considerably and simplified the material I use during client meetings. Navigating through the clutter and comparing portfolios and funds is quick and easy. The reports are clear and concise yet simple enough to not confuse the client. CapIntel is a phenomenal value add to my practice.”
Mike AlfordAdvisor at Alford Financial
“When I started using CapIntel in 2019, I was managing a portfolio of $600K and I am now managing a 4-million-dollar portfolio. That is a 6 times increase in my business. I like the ease of use of the software and highly recommend it. It not only saves me time but also helps me explain things more clearly to my clients, resulting in stronger client relationships.”
Glory GrayFinancial Advisor & Owner of Glory Gray Wealth Solutions