Independent Advisors
Give your advisors a single process to follow and transform your sales, compliance, and client experience.
Keep all your models and favourite funds organized.
Store and manage contacts all in one place.
Delight clients with uncomplicated and powerful proposals.
Take your independent practice to the next level.
Independent advisors using CapIntel report spending 40% less time doing admin work, leaving more time to connect with clients.
Instant analytics at your fingertips.
Building portfolios and models is faster with CapIntel. Replicate your prospect’s current holdings and work through different portfolio options – all right before their eyes. Preparation for client meetings is made quick and easy with functions to save portfolios to your client’s file or store pre-made models for quick access.
Learn more about the Comparison Tool
Manage client profiles in one place.
CapIntel allows you to store your KYC information within the platform. Create client profiles, take notes, and save their current holdings without having invest in and manage multiple applications.
Professional proposals that close deals.
A customized proposal helps your client see that you’re putting their best interests first. We’ve made it effortless to build impressive proposals in a fraction of the time.
Learn more about Proposals
