Audience
Wealth management firms and financial advisors seeking a tool to create persuasive, data-rich investment proposals and streamline client engagement
About CapIntel
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.
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Company Information
CapIntel
United States
www.capintel.com/platform
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
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