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Financial
Confidence

Grow your practice with an intuitive sales platform that helps impress clients, save time, and drive sales.

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Powering over 12,000 financial advisors and 800 wholesalers

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Elevate the
client experience.

Share comprehensive advice with your clients wherever and whenever, and provide an unparalleled holistic experience. Bring your practice into the 21st century.

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Compare investments with ease.

Millions of vetted products at your fingertips. Create up-to-date and accurate comparisons of mutual funds, ETFs, equities and bonds, and more, in a matter of seconds.

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Beautiful proposals to help you close business.

Build beautiful, customized proposals in as little as 3 clicks. Clients deserve a detailed proposal that’s tailored to their needs. You deserve to have your time back. Win-win.

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Collaborate effectively.

Keep everyone in-the-know. Collaborate quickly and easily with the ability to share comparisons and add notes throughout your organization.

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Secure by design.

The privacy of you and your clients’ data is crucial. Conduct day-to-day activities with peace of mind knowing CapIntel is SOC2 Type II certified.

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“I have reviewed many fund search software and websites over my 19 year career and I can honestly say that CapIntel is the easiest and most comprehensive program I have worked with. I would rather pay for an excellent program and have support than free with no support.”

Jeff Smith

Advisor & Co-Founder of The FINancial Company

“Using CapIntel has shortened my meeting prep time considerably and simplified the material I use during client meetings. Navigating through the clutter and comparing portfolios and funds is quick and easy. The reports are clear and concise yet simple enough to not confuse the client. CapIntel is a phenomenal value add to my practice.”

Mike Alford

Advisor at Alford Financial

“When I started using CapIntel in 2019, I was managing a portfolio of $600K and I am now managing a 4-million-dollar portfolio. That is a 6 times increase in my business. I like the ease of use of the software and highly recommend it. It not only saves me time but also helps me explain things more clearly to my clients, resulting in stronger client relationships.”

Glory Gray

Advisor at Alford Financial

Independent Advisors

Establish trust quickly with clients using third-party data and compelling proposals.

Small Practices

Use collaborative tools to increase efficiencies in your team.

Enterprises

Customize your enterprise solution to create a scalable workflow that suits your organization.

Asset Managers

Make long-term improvements by enabling advisors to better sell your products.

Elevating finance to build wealth for all.

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DriveFinancialConfidence

Elevate the client experience.