Manage a better practice with CapIntel

We’re helping wealth management firms grow their practice with an intuitive sales platform that helps impress clients, save time, and drive sales.
Powering over 12,000 financial advisors and 500 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.

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.

Work directly with your team.

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

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.

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.
Manage your practice and get started today