CapIntel

CapIntel is a platform that enables wealth firms to create investment presentations, perform portfolio comparisons, and generate compliant proposals. It specializes in personalization, storytelling, and data-driven narratives to explain advice, strengthen client relationships, and grow the advisory business. The solution supports scaling across large advisor networks with purpose-built infrastructure for compliance and consistent client communications. It serves wealth management and asset management firms, with clients including major banks and financial institutions.