CapIntel empowers wealth firms to scale trust and transparency through compelling presentations that explain advice, strengthen relationships, and grow your business.

CapIntel donne aux entreprises de gestion de patrimoine les moyens de développer la confiance et la transparence grâce à des présentations convaincantes qui redéfinissent le conseil, renforcent les …

Empower advisors to analyze, compare, and recommend Built for scale, trusted by advisors. Give your team a unified space to explore product fit and model portfolio outcomes, aligned with each client's …

We surveyed 1,000 investors to find out what they wanted from the wealth management experience. Discover data-driven strategies you need to build trust, modernize communication, and deliver …

Expand advisor impact CapIntel gives advisors one connected platform to prepare faster, compare options clearly, present with confidence, and guide clients to decisions they trust.

Most proposals confuse clients. Yours shouldn't. CapIntel makes it easy to compare, explain, and win trust—fast.

Learn more about the CapIntel + FactSet integration by watching this on-demand recording of an informative webinar. CapIntel's Head of Product, Matt Stairs, and FactSet's, VP, Senior Principal …

CapIntel is a Canadian-founded B2B fintech company, serving financial institutions across North America. Its intuitive, web-based applications are improving the overall experience for wealth …

CapIntel's login page for accessing investment proposal and comparison tools to create interactive, visual comparisons for better understanding of portfolios.

Bring investments to life Transform the wealth management experience with a sales enablement platform that helps impress clients, save time, and drive sales.