10 Hidden CapIntel Facts That Will Leave You Amazed!

Customizable Product Comparisons CapIntel allows advisors to create highly customizable product comparisons, catering specifically to unique client needs. Arrow Image source :Google

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[{"selector":"#anim-7634ad4f-da69-43e1-b690-f77712636118","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-3a153d7d-c3dc-4d77-9552-5c66987160d8","keyframes":{"transform":["translate3d(0px, 213.86512%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-622548bf-a5c3-46aa-b7be-d72b406e95c0","keyframes":{"opacity":[0,1]},"delay":0,"duration":1200,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-31d68bc8-f536-4cac-b893-e74d14f0c50c","keyframes":{"transform":["translate3d(0px, 356.37879%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":1200,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-be0c70d9-a36e-42df-a9dc-4ca93a727770 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(27.874999865746357%, 0, 0)","translate3d(0%, 0, 0)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] AI-Driven Insights The platform uses AI to analyze trends and provide intelligent investment insights, ensuring advisors stay one step ahead. Image source :Google

[{"selector":"#anim-07c66afb-20ff-4316-87ff-149b9467a822","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-27be8f00-ca1a-4728-b9b9-d80669d27aa7","keyframes":{"transform":["translate3d(0px, 177.13922%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-129498ea-2c88-4a68-b43d-bc54036b93d0","keyframes":{"opacity":[0,1]},"delay":0,"duration":1200,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-5dc3e898-4ccc-48c9-af63-93088a36f301","keyframes":{"transform":["translate3d(0px, 311.93427%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":1200,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-16b7364f-694c-48a5-8b61-1c276dd5f9df [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-21.874999829338588%, 0, 0)","translate3d(0%, 0, 0)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] Exclusive Focus on Client Understanding CapIntel’s interface emphasizes personalized client interactions, helping advisors understand client goals better and tailor recommendations. Image source :Google

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[{"selector":"#anim-3561badc-bee1-46b0-a354-c39106206799","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-34e32cc2-a77e-4ee0-be5c-7b1cf230e9ac","keyframes":{"transform":["translate3d(0px, 183.59087%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-ad2afcd9-7135-4fe9-b328-df088f27e2c2","keyframes":{"opacity":[0,1]},"delay":0,"duration":1200,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-a7532fa1-9d98-44eb-9fcc-1ec9163b4100","keyframes":{"transform":["translate3d(0px, 311.93427%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":1200,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-4b36b4fa-00f8-4e54-8b2a-eb6bf0e8bcfa [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-39.37499986347087%, 0, 0) translate(-25%, 0%) scale(1.5)","translate3d(0%, 0, 0) translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"fill":"forwards"}] Client Report Automation The platform automates the creation of detailed client reports, saving advisors significant time in preparation and documentation. Image source :Google

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[{"selector":"#anim-37155322-41a3-4fb3-9b0a-757e1bc1d6b7","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-ea466ab3-8779-405a-a4f8-212b5fe64e24","keyframes":{"transform":["translate3d(0px, 192.56708%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-13a23547-f247-4f86-8794-0be12acde35e","keyframes":{"opacity":[0,1]},"delay":0,"duration":1200,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-bb83b462-3017-4a8e-b7f3-cdd4916542a1","keyframes":{"transform":["translate3d(0px, 311.93427%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":1200,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-1d9b5db0-7b50-4be7-87ef-7c5d82c9edd7 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(13.762737657841184%, 0, 0)","translate3d(0%, 0, 0)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] Quick Fund Comparison CapIntel enables advisors to compare thousands of funds side-by-side, expediting fund selection and ensuring diverse portfolio options. Image source :Google

[{"selector":"#anim-3bd97868-3b63-46dc-890c-cee200cefc8a","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-306a7615-24c1-4bb7-9658-1cf104c39b97","keyframes":{"transform":["translate3d(0px, 167.69682%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-75688a29-e0ff-4598-aef5-79cee70ae1b8","keyframes":{"opacity":[0,1]},"delay":0,"duration":1200,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-4fa7f605-69c0-4bd7-97d7-cad549ea96bb","keyframes":{"transform":["translate3d(0px, 311.93427%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":1200,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-04de9aa7-de7d-41a8-bf13-419d21cc0d4e [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(20.90624988651016%, 0, 0)","translate3d(0%, 0, 0)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] Portfolio Goal Tracking CapIntel allows clients to set investment goals and track progress, providing motivation and clarity for both advisors and clients. Image source :Google

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