Work directly with financial advisors on a single platform.
Get 45 minutes back in your day for prospecting.
Reduce the risk of E&Os with presentation standards.
Save time and win more.
Minutes matter when competing for business. Reduce turnaround times, deliver purpose-built templates that win, and grow your business with CapIntel.
Virtual collaboration with advisors.
Advisors are seeking virtual support now more than ever. CapIntel allows you to seamlessly share proposals with advisors, so they are better prepared to pitch your products to investors. Prepare proposals and share your insights with embedded mark-ups and comments across the platform.