Starting at $89 per month per user
View PricingOverview
What is 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,…
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Get StartedPricing
Individual
$89
Cloud
per month per user
Enterprise
$155
Cloud
per month per user
Asset Managers
$255
Cloud
per month per user
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://capintel.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $89 per month per user
Product Details
- About
- Competitors
- Tech Details
- FAQs
What is 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.
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.
CapIntel Screenshots
CapIntel Competitors
- Nitrogen Growth Platform
- Backstop
- Pershing Financial Services
CapIntel Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Frequently Asked Questions
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.
CapIntel starts at $89.
Nitrogen Growth Platform and Backstop are common alternatives for CapIntel.
The most common users of CapIntel are from Enterprises (1,001+ employees).