Tell your story
Build trust with your clients using professional materials that tell your story and help them make better decisions.
Instantly build proposals within your website by selecting meaningful metrics and visuals that clients understand.
Integrate proposals into onboarding packages that serve as a strong foundation for your new client relationships.
Tie in your brand experience with customization options that reflect your brand’s colours, logo, and messaging.
We kept flexibility and utility in mind, all while making it beautiful.
Feel confident when presenting client materials, in-person or virtually.
Build proposals in seconds.
Bring your recommendation together by effortlessly configuring which metrics, charts, and tables appear in your proposal. Tie in your client’s risk profile and financial plan for a complete picture of their investments and goals.
Learn more about OMNI
Create a consistent customer experience.
Sharing your firm’s brand story is key to establishing long-term relationships with your clients. Extend the impact of your marketing materials by incorporating your logo and brand colours in your proposals.
With customizable proposals, we’ve made it simple to create a seamless customer experience.
Get your clients involved.
Building trust with clients has never been more challenging. That’s why we make it easy to adapt your proposal to suit your client’s comfort level and experience with investing. Pick and choose the information presented to avoid overwhelming your client with data they do not need.
Optimized for virtual meetings.
Join thousands of independents and small to medium sized wealth management firms who are elevating their brand and increasing sales with CapIntel.
Present ESG analytics simply
Bring your recommendation together by effortlessly configuring which metrics, charts, and tables appear in your proposal. Tie in your client’s risk profile and financial plan for a complete picture of their investments and goals.
Learn more about CapIntel ESG
