CapIntel
CapIntel offers a comprehensive platform that assists clients in achieving financial goals through tools like investment comparisons, proposal builders, and team collaboration, while ensuring data security and integration with other systems.
Services
CapIntel provides a platform designed to help clients meet their financial goals. Their services include investment comparisons, proposal builders, team collaboration, and admin controls. The platform also features lightning-fast comparisons, live analytics, and digital-first investment presentations. CapIntel offers solutions tailored for enterprises, independent advisors, small practices, and asset managers. Additionally, CapIntel supports a consistent sales process and integrates with other systems, which eliminates the need for duplicate work.
Products
CapIntel's platform includes several product features aimed at enhancing the financial advisory process. The proposal builder enables the rapid creation of customized proposals, while the comparison tool allows unlimited product and portfolio comparisons with live analytics. The ESG tool offers ESG ratings and metrics to align investments with modern values. CapIntel OMNI provides modern, interactive investment presentations. CapIntel Link connects asset managers with their advisor networks, providing a branded experience. The platform's integrated investor questionnaire also helps meet KYC criteria.
Security Features
Security is a priority at CapIntel. The platform includes best-practice protection measures and holds SOC2 Type II certification to ensure data safety. Admin controls allow firms to manage model portfolios, product shelves, and compliance activities, contributing to secure and efficient operation. Furthermore, integration with Salesforce helps automate compliance tracking and data entry, enhancing security and reducing administrative workload.
User Base
CapIntel's platform is widely used by financial professionals, with over 12,000 financial advisors and 800 wholesalers relying on its tools. The platform's features are specifically designed to support independent advisors, helping them organize models and favorite funds, manage contacts, and create professional proposals. Additionally, specialized functionalities for small practices are included to assist with brand growth and efficiency improvements. CapIntel also offers assistant licenses to further enhance team collaboration and reduce administrative tasks.
Collaborations and Integrations
CapIntel collaborates with MSCI ESG Research to provide in-depth ESG analytics and ratings, enhancing the platform's value for investors focused on environmental, social, and governance criteria. Integration with Salesforce helps streamline operations by automating data entry and compliance tracking. The platform also supports team collaboration by enabling the sharing of comparisons and adding notes across the organization, fostering a more connected and efficient working environment.