Keep all your models and favourite funds organized.
Store and manage contacts all in one place.
Delight clients with uncomplicated and powerful proposals.
Take your independent practice to the next level.
Independent advisors using CapIntel report spending 40% less time doing admin work, leaving more time to connect with clients.
Instant analytics at your fingertips.
Building portfolios and models is faster with CapIntel. Replicate your prospect’s current holdings and work through different portfolio options – all right before their eyes. Preparation for client meetings is made quick and easy with functions to save portfolios to your client’s file or store pre-made models for quick access.