+
+

Related Products

  • LeaseAccounting.app
    Visit Website
  • Planview Portfolios
    200 Ratings
    Visit Website
  • Expedience Software
    34 Ratings
    Visit Website
  • Pylon
    33 Ratings
    Visit Website
  • Visual Lease
    446 Ratings
    Visit Website
  • WEX Field Service Management
    67 Ratings
    Visit Website
  • Roofr
    146 Ratings
    Visit Website
  • SharpeSoft Estimator
    48 Ratings
    Visit Website
  • Planview ProjectAdvantage
    121 Ratings
    Visit Website
  • Planview AdaptiveWork
    714 Ratings
    Visit Website

About

CapIntel is a modern, cloud‑based proposal-generation and investment comparison platform tailored for enterprise wealth managers, financial advisors, and asset management teams. It features an intuitive drag‑and‑drop proposal builder that enables branded, interactive digital proposals—complete with customizable text, visuals, charts, and real‑time performance comparisons. Advisors can import client holdings, compare them against house or custom models, duplicate and adjust portfolios on the fly, and present findings live online or in person. Embedded compliance guardrails, automated tracking, and analytics ensure standardized workflows and transparency. It supports unlimited product comparisons, portfolio management tools (create, save, clone, manage models and contacts), and seamless integration of compliance and marketing materials.

About

Hemonto is a Danish FinTech founded in 2006 that delivers independent, consolidated wealth reporting through a digital platform and expert advisory team. With oversight of over USD 55 billion and management of assets exceeding USD 10 million per client, it processes hundreds of thousands of transactions annually to generate reliable, reconciled accounts, performance summaries, risk analytics, ESG reporting, private equity overviews, and extended monitoring, all in one customizable interface. As a 100 % independent advisor, Hemonto aggregates data across custodians, banks, portfolios, currencies, and asset classes, enforces objective quality controls, and flags any deviations from agreements to ensure transparency, timeliness, and compliance. Its dynamic reporting dashboard, available via web and mobile, supports a tailored wealth oversight experience, direct data access via BI tools, and a dedicated team to guide reporting setup and ongoing management.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Wealth management firms and financial advisors seeking a tool to create persuasive, data-rich investment proposals and streamline client engagement

Audience

Family offices and institutional investors requiring a solution to manage complex, multi-asset portfolios

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

Free
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CapIntel
United States
www.capintel.com/platform

Company Information

Hemonto
Founded: 2006
Denmark
www.hemonto.com

Alternatives

Alternatives

Assetmax

Assetmax

Fimax AMS
BITA Risk

BITA Risk

corfinancial
Mobius Wealth

Mobius Wealth

Profile Software
M2Advisor

M2Advisor

M2Wealth

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim CapIntel and update features and information
Claim CapIntel and update features and information
Claim Hemonto and update features and information
Claim Hemonto and update features and information