Ensure your brand is represented the way it's intended. CapIntel will work with your team to create captivating templates to incorporate marketing materials, integrate your brand story, and ensure every client receives a beautiful proposal.

Drive business growth with investment proposals that enable advisors to build stronger client relationships, support product recommendations, and highlight their ability to make financial goals come true.

Standardize company compliance practices with guardrails built into the sales process. Leverage CapIntel to streamline advisor workflows and automatically track and record compliance measures.

Make it easy for advisors to share and explain financial products. Upload house models that advisors can visually compare and present to clients for better understanding and higher adoption.