An enterprise ecosystem built to scale advisor experiences
CapIntel partners with wealth platforms, data providers, and consulting firms to bring better proposals and client-ready presentations to more advisors and investors.
Reduce risk when modernizing advisor workflows
Modernizing advisor experiences often means stitching together disconnected tools, inconsistent data, and workflows that only work in theory. CapIntel reduces that risk by integrating with the platforms, providers, and systems enterprises already trust, creating a connected workflow without replacing existing infrastructure.
The enterprise advantage of CapIntel's enterprise ecosystem
Integrations that fit into real advisor workflows
Connect to the CRMs, planning tools, custodians, data sources, and wealth platforms your advisors already trust. CapIntel plugs into existing ecosystems so firms can improve the proposal experience without rebuilding their stack.
Data and intelligence contributors that elevate advice
With providers like Refinitiv, MSCI, S&P, and Fundata, advisors access accurate, compliant, decision-ready data inside the proposal experience. Select integrations such as FactSet enable deeper insights and differentiated recommendations.
"CapIntel's integrations significantly reduced onboarding time. Our advisors trust the data and workflows, and the partnerships give us confidence in scaling across the enterprise."
Dilys D'Cruz – SVP Wealth at Meridian Credit Union
How the enterprise ecosystem strengthens enterprise adoption
CapIntel's contributors extend platform capabilities so enterprises can improve advisor workflows, expand functionality, and accelerate deployment without introducing new operational risk.
Strategic and GTM alliances
Partner with CapIntel to co-sell or bundle solutions that streamline proposals and strengthen advisor-client conversations.
Featured partners
CapIntel partners with select providers that enhance data, planning, and advisor enablement, giving firms a stronger foundation for proposals and client conversations.
Data and market intelligence providers
Enable advisor workflows with data connected at the source, improving accuracy and ensuring recommendations stay aligned with firm standards.
Planning, CRM, and wealth platforms
Add CapIntel as the presentation layer across planning, CRM, and wealth platforms, guiding advisors from analysis to clear client communication.
Consulting and implementation partners
Implementation partners integrate CapIntel across ecosystem programs, simplifying deployments and accelerating advisor adoption.
Compliance and regulatory enablement
Ensure proposals and shared data meet regulatory standards. Compliance partners reduce risk and keep interactions consistent.
Trusted across the wealth ecosystem
Looking for partnership opportunities? Contact partnerships to explore integration options.
Ready to transform
how you work with clients?
Most proposals confuse clients. Yours shouldn't.
CapIntel makes it easy to compare, explain, and win trust—fast.