Work better together. Share comparisons, client files, and more on CapIntel.
Securely share within the cloud and feel confident about privacy.
Work directly with assistants using our purpose-built Assistant license.

How we help you work together.

Streamline your collaboration and see better results.

Instantly share your thoughts and notes.

Add comments, highlights and more directly to comparisons and send them to your team.

Online sharing without the headache.

Easily share comparisons and portfolios with your team members or support staff without needing to download files or track versions.

Get to closing deals faster.

Add dedicated Assistant licenses to your account to expedite processing. Assistants can access and input prospect statements while you focus on advising your client.

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

Join thousands of independents and small to medium sized wealth management firms who are elevating their brand and increasing sales with CapIntel.

See our pricing and plans.

Join leading advisors using CapIntel.