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CapIntel

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The CapIntel platform brings client engagement and a better user experience to the forefront of the investment sales process. Financial advisors and asset managers use CapIntel to run portfolio analytics, compare client current holdings with models or custom portfolios, and build compelling, branded investment proposals in seconds. By streamlining the entire process within one platform, advisors benefit from more effective sales materials and less time wastage, giving them more time to connect with clients and provide individualized service. Along the way, enterprise users can benefit from embedded compliance features to help track required steps and reduce regulatory risk.

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