“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