Elevate financial confidence with tailored client proposals

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

In 3 easy steps...

① Build investment portfolios
② Compare & analyze funds to suit risk profile
③ Configure client proposals in a few clicks

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

- Brent Allen, Head of Strategy & Business Operations, IG Wealth Management (Source)

"I have been using CapIntel for the last 3 years or so. It is extremely user friendly and has been a huge asset."
- Advisor, Canada Life

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.