Meet clients where they are — online.
Surpass the status quo with interactive digital proposals. Elevate your enterprise, improve client engagement, and unlock new possibilities.Features to supercharge your practice
Modernize the client experienceCloud-based proposals allow advisors and clients to interact in person, online, and on the go. Accessible at the click of a link, clients can view comprehensive financial advice supported by dynamic graphs, charts, and explanations. Advisors can edit recommendations in real-time, communicate effectively, and show up for clients regardless of distance.
Build strong client relationshipsCapIntel's drag-and-drop proposal builder includes customizable text and visual components that make it easy to create personalized proposals. Advisors can proactively update and share proposals tailored to clients' unique situations and preferences and visually display their impact to increase client trust and confidence.
Support recommendationsShowcase due diligence and transparency with interactive visuals that support product recommendations and emphasize your expertise. CapIntel's charts and graphs help clients understand the changes to their portfolios and how an advisor will help make their financial dreams a reality.
Streamline advisor workflowsAdvisors can do everything from comparing products to building digital proposals in CapIntel. The end-to-end digital experience unlocks efficiencies and keeps client data in one system for a safer, faster, and easier-to-use daily workflow.
Integrate your brandUtilize proposals as a marketing tool by incorporating your firm's logo, colors, disclaimers and values into every digital proposal. Ensure proposals are an extension of your brand for a consistent, unified client experience.
Did you know50% of high-net-worth and affluent clients think their wealth manager should improve their digital capabilities.1
1McKinsey & Company. (2022, February 16). US wealth management: A growth agenda for the Coming Decade.Experience the
CapIntel differenceTalk to our team
CapIntel differenceTalk to our team