The perfect plan for you

Plan for practices of every stage, size, and shape.

Individual

Single User

Starts at

Free

Per user/month
Billed monthly

  • Data stream for Canadian mutual funds
  • Portfolio and fund comparisons
  • Fund discovery tool
  • Up to 5 standard brand proposals per month
  • Store up to 10 model portfolios
  • Store up to 20 contacts

Personal Pro

Single User

Starts at

$35

Per user/month
Billed monthly

Individual with increased limits, plus:

  • Data streams for: North American equities, ETFs (Canada and U.S.), Alternative funds, and Benchmarks
  • Advanced live calculations
  • Integrated investor questionnaires
  • KYC Information integrated in client Risk Profile
  • Unlimited proposals with customizable header
  • Unlimited storage for model portfolios
  • Unlimited storage for contacts
  • In-app Live Chat support
Proud partners of
PPIBMO InsuranceIG Wealth ManagementBMO Global Asset ManagementMD Private Investment Counsel

Enterprise

We work with 3 of the 15 largest institutions in North America & over 9,000 advisors. Take a look at how these organizations are managing their practice with CapIntel.

Business

Small to medium sized wealth management firms are earning back time to prospect using CapIntel.