The status quo is not an option

The Future of Wealth

The next generation of investors demands a new client experience. Learn how the future of wealth is changing and how you can keep up.

The status quo is not an option

The Future of Wealth

The next generation of investors demands a new client experience. Learn how the future of wealth is changing and how you can keep up.

Key Insights

The Future of Wealth dives deep into the following

The Modern Investor

Appealing to the 250 million Millennials and Gen Z customers expected to have an annual income of over $100,000 by 2030.

Tools of Tomorrow

How to leverage technology to save time, expand your offerings, and win client trust and confidence.

Digital Demands

Why digital solutions will be essential to delivering the new standard of client experience.

Meet CapIntel

Powering better client conversations

Helping over 12,000 advisors and wholesalers close more business.

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 the client's risk profile. Make adjustments on the fly with extensive real-time analytics.

3. Make your pitch

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

Schedule a Demo

CapIntel Inc., 2022 Privacy Policy