CapIntel
HQ Address
140 Yonge Street, Suite 200, Toronto, ON, M5C 1X6, Canada
Website Address
Business introduction
Drive Financial Confidence
Grow your practice with an intuitive sales platform that helps impress clients, save time, and drive sales
Our grassroots story begins with helping everyday Canadians sort out their personal finances, and a significant part of that is growing wealth through investments. As the vision for CapIntel took shape, we continued to ask, “what makes sense for the retail investor?” and “how can wealth advisors better support them?”. Since we entered the market in October 2019, we’ve been focused on investments – making them easier to select for advisors, and easier to understand for retail investors. We’re constantly pushing ourselves to build a better, more intuitive platform to support our goal.
Today, CapIntel powers over 10,000 financial advisors and wholesalers and we’re not stopping there. We’re continuing our mission to serve as the backbone of wealth management firms so, in the end, we can help ensure no one misses out on their financial goals.
CapIntel Solutions
Compare Investments
Copy, paste, edit & see your changes live. Compare products and copy, paste, and edit portfolios to see the impact of your changes live. Spend less time analyzing and more time with your clients. See the metrics you need. See key metrics on Performance, Holdings and Risk. With over 100 metrics calculated, you’ll......
business needs
Proposal Builder
We kept flexibility and utility in mind, all while making it beautiful. Feel confident when presenting client materials, in-person or virtually. Build proposals in seconds. Bring your recommendation together by effortlessly configuring which metrics, charts, and tables appear in your proposal. Tie in your client’s risk profile and financial plan for a complete......
