See our tools and capabilities
No matter your size, analyze investments and grow your business all in one compliant platform.
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Omni
Provide a digital experience that puts clients first and your brand in the spotlight.
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Reliable Data
Access a global data stream of mutual funds, ETFs and equities.
Analytics
We calculate hundreds of metrics in real time.
Client-Focused Reforms
Address key compliance checkpoints for Client-Focused Reforms (CFRs).
See how enterprises are using CapIntel.
We work with 3 of the 15 largest institutions in North America & over 10,000 advisors. Take a look at how these organizations are managing their practice with CapIntel.
