Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
CapIntel is an innovative, cloud-based platform designed for generating proposals and comparing investments, specifically aimed at enterprise wealth managers, financial advisors, and asset management teams. Its user-friendly drag-and-drop proposal builder allows users to create branded, interactive digital proposals that include customizable elements such as text, visuals, charts, and real-time performance comparisons. Financial advisors have the capability to import client holdings and measure them against either proprietary or custom models, while also being able to replicate and modify portfolios instantly, presenting their analyses in real-time, whether online or face-to-face. The platform is equipped with built-in compliance measures, automated tracking, and analytics to provide standardized workflows and enhance transparency. Additionally, it accommodates limitless product comparisons, offers comprehensive portfolio management tools for creating, saving, cloning, and managing models and contacts, and facilitates smooth integration of compliance and marketing resources for enhanced operational efficiency. This robust tool empowers advisors to deliver tailored, insightful presentations that align with their clients' specific financial needs.
Description
Deliver tailored solutions that genuinely align with clients' desires, ensuring their investments are managed in a manner that does not exceed their acceptable risk levels. Empower wealth managers by utilizing automated investment suggestions, advanced risk analysis, and simulation tools for decision-making. Enhance the efficiency of generating investment proposals and automate regulatory compliance and reporting to broaden service offerings to new client demographics. Achieve instrument-specific portfolio recommendations that reflect the perspectives of the bank, align with client preferences, and consider the available asset universe. Conduct stress testing or simulate the effects of changes on client portfolios to identify configurations that yield the best risk-to-return ratios. Detect any portfolios that violate investment appropriateness and strategic asset class allocations. Additionally, provide insights on optimal trades that can guide the existing client portfolio towards its intended asset allocation goals, ultimately improving investment outcomes for clients. By integrating these strategies, wealth managers can significantly elevate their service quality and client satisfaction.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
CapIntel
Country
United States
Website
www.capintel.com/platform
Vendor Details
Company Name
Edgelab
Website
www.edgelab.ch/
Product Features
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No