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CapIntel vs. FundPortal

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    CapIntel

    Score7 out of 10
    N/ACapIntel is an investment sales platform used by financial advisors and asset management sales teams in North America. CapIntel's platform combines investment analytics with online collaboration and communication tools to make it easier for asset managers to work with advisors, and advisors to work with retail clients.

    $89

    per month per user

    FundPortal

    N/AN/AN/A

    $400

    per month

    Pricing
    CapIntelFundPortal
    Editions & Modules
    Individual
    $89
    per month per user
    Enterprise
    $155
    per month per user
    Asset Managers
    $255
    per month per user
    Basic
    $400
    per month
    Offerings
    Pricing Offerings
    CapIntelFundPortal
    Free Trial
    NoNo
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details
    More Pricing Information