CapIntel

CapIntel 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. Financial Advisors must be able to assess and compare investment options efficiently to ensure selecting the right portfolio to suit client’s asset allocation.

CapIntel is a modernized platform that bridges sales process gaps and help eliminate inefficiencies so advisors can attend to their clients’ needs more effectively and help them enhance their financial future. Each level of the firm’s sales force with the tools needed to get the job done, including modelling investment comparisons, preparing compelling proposals, and tracking compliance checkpoints. In short, our product facilitates an ecosystem that reflects the workflows of each wealth enterprise.

The platform provides tools and capabilities such as comparing investments, available data on ETFs, mutual funds and equities, proposal builders, team collaloration, analytics resources in real time and ability to manage brands and models.