See our tools and capabilities

No matter your size, analyze investments and grow your business all in one compliant platform.
Compare InvestmentsCompare an unlimited number of products and portfolios instantly.
Reliable DataAccess a global data stream of mutual Funds, ETFs and equities.
Proposal BuilderBuild professional presentations in seconds.
Team CollaborationShare your work with team members to save time.
Admin ControlsManage your brand, models, and business.
AnalyticsWe calculate hundreds of metrics in real time.
IntegrationsManage all your client activities in one place with smart integrations.
Client-Focused ReformsAddress key compliance checkpoints for Client-Focused Reforms (CFRs).
SecurityRest assured that you and your client’s data is fiercely protected.

See how enterprises are using CapIntel.

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.

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