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“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