CapIntel

CapIntel is a Toronto-based financial technology company leading the way in developing intuitive, web-based applications that improve fund analysis, proposal generation, and day-to-day workflow efficiencies for financial services wholesalers and investment advisors. They aim to elevate the financial management experience by providing innovative, digitally forward tools to allow for a flexible and efficient advisor-client experience. CapIntel’s proposal-generating platform for wealth management and advisory practices is designed to communicate data dynamically to potential new clients. They are partnered with the top fund data distributors and have access to thousands of products across North American mutual funds, ETFs, seg funds, fund of funds, equities, and bonds. CapIntel’s products reduce asset manager distribution costs by 15+ basis points while saving advisors valuable time and helping them sell more. Their platform cuts down on the time it takes to create investment proposals and close business deals. CapIntel’s products reduce asset manager distribution costs by 15+ basis points while saving advisors valuable time and helping them sell more. Their platform cuts down on the time it takes to create investment proposals and close business deals.