CapIntel is a sales enablement platform that helps wealth management professionals impress clients, save time, and grow their business. Inefficiencies in an advisor's sales workflow can lead to missed opportunities and weaker client relationships. Built with compliance in mind, CapIntel helps advisors work better so they can focus on helping their clients achieve their financial objectives. Compare and analyze funds with ease, create model portfolios, and build winning client presentations in as little as 3-clicks. Free up time to prospect more and drive sales with more transparency and efficiency using CapIntel.
Head Office Address:
140 Yonge Street, Suite 200, Toronto, ON M5C 1X6