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What is CapIntel?

CapIntel is a cutting-edge, cloud-based solution tailored for the creation of investment proposals and comparison analysis, targeting enterprise wealth managers, financial advisors, and asset management teams. With its intuitive drag-and-drop interface, users can craft branded and interactive digital proposals, featuring customizable components such as text, visuals, charts, and live performance comparisons. Financial advisors can seamlessly import client holdings to evaluate them against both proprietary and personalized models, allowing for instant replication and modification of portfolios, which they can present in real-time, whether in a virtual setting or face-to-face. The platform includes integrated compliance features, automated tracking, and analytical tools to create standardized workflows and elevate transparency throughout the investment process. Moreover, it supports unlimited product comparisons and provides extensive portfolio management capabilities for creating, saving, cloning, and overseeing models and contacts. The integration of compliance and marketing resources is designed to boost operational efficiency, making it easier for advisors to manage their workflows. Ultimately, this powerful tool enables advisors to offer customized and insightful presentations that cater to the unique financial requirements of their clients, ensuring they are equipped to meet diverse investment needs effectively.

What is Agilis Investment Management?

Agilis Wealth Management is fundamentally focused on enabling you to adeptly oversee your clients’ financial assets while simultaneously encouraging growth for both your clients and your own practice. Understanding the necessity of developing strong relationships with clients, Agilis WM presents a unique platform that delivers a holistic 360° view of your investors, allowing for precise management. Our offerings include Portfolio Rebalancing that helps guide you back on track with tactical Trade Recommendations. With our Trade Order Management system, you can benefit from a streamlined process that enhances productivity and helps you adapt to the constantly shifting market conditions. Moreover, our Risk Management tools are designed to uphold compliance with regulatory and internal standards. We also provide vital Analytics for sound technical assessments, and our Model Portfolio feature allows you to either benchmark against indices or customize it to fit your unique models, ultimately improving your investment strategies and client satisfaction. By utilizing these powerful resources, you can elevate the level of service you provide to your clients, ensuring that their needs are met with excellence. This comprehensive approach not only benefits your clients but also positions you for long-term success in the industry.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CapIntel

Company Location

United States

Company Website

www.capintel.com/platform

Company Facts

Organization Name

Agile Financial Technologies

Company Location

United Arab Emirates

Company Website

www.agile-ft.com

Categories and Features

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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