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No matter your size, analyze investments and grow your business all in one compliant platform.
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Compare Investments
Compare an unlimited number of products and portfolios instantly.
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Reliable Data
Access a global data stream of mutual funds, ETFs and equities.
Proposal Builder
Build professional presentations in seconds.
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Team Collaboration
Share your work with team members to save time.
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Admin Controls
Manage your brand, models, and business.
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Analytics
We calculate hundreds of metrics in real time.
Integrations
Manage all your client activities in one place with smart integrations.
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Client-Focused Reforms
Address key compliance checkpoints for Client-Focused Reforms (CFRs).
Security
Rest assured that you and your client’s data is fiercely protected.
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See how enterprises are using CapIntel.
We work with 3 of the 15 largest institutions in North America & over 10,000 advisors. Take a look at how these organizations are managing their practice with CapIntel.
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