[ CapIntel Reviews ](https://www.g2.com/products/capintel/reviews) [ CapIntel Reviews ](https://www.g2.com/products/capintel/reviews) # CapIntel Pricing Overview [Editedit](https://my.g2.com/capintel/pricings) Free Trial **CapIntel has not provided pricing information for this product or service.** This is common practice for software sellers and service providers. Contact CapIntel to obtain current pricing. For enterprise solutions, please reach out to the CapIntel sales team. Pricing information for CapIntel is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase CapIntel must be conducted with the seller. Pricing information was last updated on August 09, 2022 Show More [ ![Intralinks FundCentre AI](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_3ec88d0ae5cf23f3998da6994e3c860f/intralinks-fundcentre-ai.png "Intralinks FundCentre AI") Sponsored Intralinks FundCentre AI 3.8/5 (8) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![Morningstar Direct](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct.svg "Morningstar Direct") Morningstar Direct 4/5 (406) ](https://www.g2.com/products/morningstar-direct/reviews) [ ![Betterment at Work](https://images.g2crowd.com/uploads/product/hd_favicon/80255cbf814772b065215ac96c5aa13d/betterment-at-work.svg "Betterment at Work") Betterment at Work 4.3/5 (546) ](https://www.g2.com/products/betterment-at-work/reviews) [ ![Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct-advisory-suite-formerly-advisor-workstation.svg "Morningstar Direct Advisory Suite (formerly Advisor Workstation)") Morningstar Direct Advisory Suite (formerly Advisor Workstation) 4.1/5 (274) ](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) [ View All Alternatives ](https://www.g2.com/products/capintel/competitors/alternatives) ## CapIntel Alternatives Pricing The following is a quick overview of editions offered by other [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) | ![Betterment at Work](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3f4597512f6d26a25effbb7bf2e35f89/betterment-at-work.png) [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) ##### Essential | $100.00100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply\* | An affordable, easy-to-manage 401(k) plan for your employees’ retirement. - Dedicated Onboarding specialist - Simple payroll integrations with Gusto, Trinet, and other providers - 3(38) and 3(16) fiduciary services with administrative, compliance, and investment support - Scheduled phone and email support for plan administrators - Getting started webinars and emails for employees | | ![Koyfin](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2d734045120b900cbd749ae924da7481/koyfin.png) [Koyfin](https://www.g2.com/products/koyfin/reviews) ##### Free | $0.00 | The ultimate beginner package; everything you need to get started gaining insight on your investments - 2Y financials & 1Y estimates - My Portfolio - Advanced charting - Market & macro dashboards - 2 watchlists & 2 screens - 2 custom dashboards - Limited company snapshots - Limited news [Show More](javascript:void(0);) | | ![Orion Advisor Technology](https://images.g2crowd.com/uploads/product/image/small_square/small_square_f37e1c0c7c5942699e5f0accdb64efca/orion-advisor-technology.jpg) [Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews) ##### Foundation Stack | Starting at $13,000.00Per Year | Cornerstone technology for building your firm - Billing and Reporting - Orion Planning - Client Portal and Mobile App - Alternative Invesment Platform - 15% off Any Redtail Plan | Various alternatives pricing & plans Free Trial Pricing information for the above various CapIntel alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller. ##### Categories on G2 [ Investment Portfolio Management ](https://www.g2.com/categories/investment-portfolio-management) ##### Explore More [ Best marketing analytics software for my business ](https://www.g2.com/discussions/best-marketing-analytics-software-for-my-business-opinions)[ Which social media advertising platform offers the best audience targeting? ](https://www.g2.com/discussions/which-social-media-advertising-platform-offers-the-best-audience-targeting)[ What platform provides searchable transcripts for audio and video files? ](https://www.g2.com/discussions/what-platform-provides-searchable-transcripts-for-audio-and-video-files) [ Best revenue operations software for mid-sized tech company ](https://www.g2.com/discussions/what-s-the-best-revenue-operations-software-for-mid-sized-tech-teams)[ Top-rated KB platforms for large contact centers ](https://www.g2.com/discussions/top-rated-kb-platforms-for-large-contact-centers)[ What is the top solution for processing high-volume invoices? ](https://www.g2.com/discussions/what-is-the-top-solution-for-processing-high-volume-invoices) Show More [ Best marketing analytics software for my business ](https://www.g2.com/discussions/best-marketing-analytics-software-for-my-business-opinions)[ Which social media advertising platform offers the best audience targeting? ](https://www.g2.com/discussions/which-social-media-advertising-platform-offers-the-best-audience-targeting)[ What platform provides searchable transcripts for audio and video files? ](https://www.g2.com/discussions/what-platform-provides-searchable-transcripts-for-audio-and-video-files) [ Best revenue operations software for mid-sized tech company ](https://www.g2.com/discussions/what-s-the-best-revenue-operations-software-for-mid-sized-tech-teams)[ Top-rated KB platforms for large contact centers ](https://www.g2.com/discussions/top-rated-kb-platforms-for-large-contact-centers)[ What is the top solution for processing high-volume invoices? ](https://www.g2.com/discussions/what-is-the-top-solution-for-processing-high-volume-invoices)