Nurture advisor relationships
CapIntel Link is an enablement tool for Asset Managers and MGAs that presents funds and promotes advisor engagement.
Embed CapIntel's suite of tools within your website as a value-add for advisors.
Offer advisors an easy way to create branded proposals with key Fund features.
Gain proprietary data insights to inform better advisor-client conversations.
Bridge the communication gap
Gain enhanced trend and data insightsProactively engage with advisors about your Funds based on usage and activity data points, conveniently summarized for at-a-glance insights.
Focus on what mattersA no-code solution that highlights your product, offers value for advisors, and acts as an extension of your brand. CapIntel Link ensures financial products are easily compared and presented in a way investors understand.
Build your advisor networkImpress advisors with a simple way for them to compare funds, review performance metrics, and build proposals, all while keeping your brand and products front and center.
Encourage advisor engagementEmbedded directly on your website, offer advisors a seamless and intuitive way to interact with financial products on a deeper level.
