Asset Management
Transform your sales, compliance, and client experience with an all-in-one enablement and proposal platform.Request a demo
Present funds in an efficient and effective way.
Spend less time building proposals and more time winning new business.
Reduce the risk of E&Os with presentation standards.
Spend less time building proposals and more time winning new business.Minutes matter when competing for business. Reduce turnaround times, deliver purpose-built proposals that win, and grow your business with CapIntel.
Collaborate with advisors
Seamlessly share proposals with advisors, so they are better prepared to pitch your products to investors. CapIntel's cloud-based platform allows you to embed insights, mark-ups, and comments across the platform.
Focus on prospecting
Compare products and build proposals in as little as 3 minutes. Our intuitive platform increases efficiency with an easy-to-follow, scalable process. Spend less time on admin and more time closing deals.
Streamline workflows
Automate the proposal process with built-in analytics, compliance, and marketing controls. Standardized custom, branded templates reduce the risk of E&Os and ensure consistency across your enterprise.
Offer a branded experience
Embed CapIntel tools within your website as a value-add for advisors. Advisors gain access to your models and branded proposals for use in client pitches, while your organization gains valuable insights.
