CapIntel

Since we entered the market in October 2019 our mission has been to elevate finance to build wealth for all To achieve this we are transforming the way investment services professionals work so they are equipped to deliver better results for their clients As a Financial Advisor the decisions you make have a lasting impact on your clients and their ability to achieve their financial goals You must be able to assess and compare investment options efficiently to ensure you re selecting the right portfolio to suit your client s asset allocation Today however the tedious largely manual processes in the sales cycle can hinder your acuteness to the market changing regulations and client goals This means not being able to get the information you need making it harder to analyze funds and potentially leading to missed financial goals for your clients We ve developed a product to change that CapIntel is a modernized platform that bridges sales process gaps and stamps out inefficiencies so advisors can attend to their clients needs more effectively and help them enhance their financial future We empower each level of the firm s sales force with the tools needed to get the job done including modelling investment comparisons preparing compelling proposals and tracking compliance checkpoints In short our product facilitates an ecosystem that reflects the workflows of each wealth enterprise Diversity builds better teams and we encourage individuals of all backgrounds to reach out to us if you re interested in working together