End-to-end
protection
No matter your size, analyze investments and grow your business all in one compliant platform.
SOC 2 Type 2 Certified to conduct day-to-day activities with privacy of you and your clients.
Regular Penetration Tests of our infrastructure security by third-party experts.
Frequent Vulnerability Scans to get ahead of potential risk exposures.
See how we keep your data safe.
We invest in state-of-the-art security features to protect our customers and their client’s sensitive data.
Always encrypted.
All CapIntel web application data is encrypted at-rest and in-transit to ensure confidentiality and security of sensitive data.
The convenience of Single Sign-On (SSO).
Integrated systems drive higher adoption and mean advisors are logging into fewer products. Stop losing time to switching context and pass data seamlessly between CapIntel, Salesforce and your other connected tools.
Govern your information flow with built-in security.
Auto-record Client-Focused Reforms (CFRs) activity into Salesforce. Set up Salesforce dashboards to track compliance as advisors address KYC, KYP and Suitability checkpoints.
Built with data residency in mind.
Integrated systems drive higher adoption and mean advisors are logging into fewer products. Stop losing time to switching context and pass data seamlessly between CapIntel, Salesforce and your other connected tools.
