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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
Rapidly create cutting-edge, dependable, and secure wealth management experiences by utilizing our financial simulation engine via versatile APIs, which are currently enhancing wealth services in various financial institutions. OutRank facilitates smooth financial decision-making through simulations that analyze the personal balance sheets of your clients. The comprehensive customer journey allows both financial advisors and clients to evaluate all facets of personal finance evolving throughout a lifetime when making important financial choices. With the OutRank API, pension providers can craft advanced pension pathways tailored for both accumulation and decumulation phases. Depending on your business model, this technology equips your advisors or clients to expertly navigate the complexities of retirement planning, offering intuitive financial decision-making resources. Our APIs are meticulously crafted by seasoned experts in the field, ensuring that the underlying models maintain high standards of quality and reliability. As a result, clients can expect a more personalized and effective approach to managing their wealth.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CapIntel
Country
United States
Website
www.capintel.com/platform
Vendor Details
Company Name
KidBrooke
Country
Sweden
Website
kidbrooke.com
