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Financial Confidence

Grow your practice with an intuitive sales platform that helps impress clients, save time, and drive sales.

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Powering over 12,000 financial advisors and 800 wholesalers
PPIBMO InsuranceIG Wealth ManagementBMO Global Asset ManagementMD Private Investment CounselQuadrus Investment ServicesThe Pacific Financial GroupGryphin Advantage

Compare investments with ease.

Millions of vetted products at your fingertips. Create up-to-date and accurate comparisons of mutual funds, ETFs, equities and bonds, and more, in a matter of seconds.
Learn more about the Comparison Tool

Beautiful proposals to help you close business.

Build beautiful, customized proposals in as little as 3 clicks. Clients deserve a detailed proposal that’s tailored to their needs. You deserve to have your time back. Win-win.
Learn more about Proposals

Collaborate effectively.

Keep everyone in-the-know. Collaborate quickly and easily with the ability to share comparisons and add notes throughout your organization.
Learn more about Team Sharing

Secure by design.

The privacy of you and your clients’ data is crucial. Conduct day-to-day activities with peace of mind knowing CapIntel is SOC2 Type II certified.
Learn more about Security

“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
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A solution for All.

Whether you’re an independent advisor or a large wealth enterprise, CapIntel can help you best manage your practice.
Independent AdvisorsEstablish trust quickly with clients using third-party data and compelling proposals.
Small PracticesUse collaborative tools to increase efficiencies in your team.
EnterprisesCustomize your enterprise solution to create a scalable workflow that suits your organization.
Asset ManagersMake long-term improvements by enabling advisors to better sell your products.