Transform your client experience and drive revenue

With a modern sales enablement platform for asset management & financial advisor enterprises.

In 3 easy steps...

① Build investment portfolios
② Compare & analyze funds
③ Make your pitch to clients

View our 2-minute demo to see how it works.

81.7%
of advisors who saw growth in their wealth business.¹

39.5%
The average increase in sales volume.

¹Based on deposit volumes in the following 6 months after routinely using CapIntel at a national MGA firm.

① Build investment portfolios

Browse +65,000 investment products, recreate client holdings or import them from Salesforce, and build holistic recommendations.

② Compare and analyze

Compare portfolios and firm models with your client's risk profile. Make adjustments on the fly with extensive real-time analytics.

③ Make your pitch

Bring your recommendations into a beautiful, transparent investment proposal that's easy-to-understand and fully customizable.