CapIntel

Software your team will actually want to use and an implementation process that minimizes disruptions. Our dedicated support team will get your advisors up and running quickly and effectively. CapIntel’s comparison and proposal tool has a +65% monthly usage rate—find out why.

When workflows become more connected, everyone wins. Take the guesswork out of compliant proposals and enable your advisors to focus on building their business and client relationships.

Brand-driven, hyper-personalized proposals that convert. Your advisors deliver exceptional client service at every level—give them a tool that matches their efforts. Create polished, consistent, and hyper-personalized presentations in minutes with CapIntel’s proposal builder.

Don’t get stuck doing what everyone else is doing. Deliver brand-driven, hyper-personalized proposals at scale. Give your advisors a tool that gives them an edge—our dedicated support team makes it easy to make the switch.

CapIntel’s comparison and proposal tool has achieved a best-in-class 75% monthly usage rate. Set your team up for success with a comparison and proposal tool built for productivity-focused and client-centric firms. Your advisors will spend less time behind the screen and more time building strong client relationships.

Modernize your techstack by connecting financial planning, CRM, data, compliance, and proposal generation into one seamless workflow. One simple workflow, countless hours saved. See why productivity-focused firms are making the switch.