A better proposal generation process

Together, CapIntel and FactSet offer advisors an integrated workflow that creates beautiful presentations to impress prospects and clients. Empower your firm with the best financial data, technology, and proposals to navigate the dynamic landscape of client engagement.

A New Era of Client Experience

Transform investment proposals from a prospecting tool into the foundational base of each client relationship.

Easy to Launch, Fast ROI

Simplify the onboarding experience with a natural extension of an advisor’s daily workflow—CapIntel is readily available in the FactSet Workstation.

A True Enterprise Solution

Leverage FactSet’s gold-standard data and analytics to feel confident knowing your client data stays within your current tech stack.

The best solution for the best proposals.Seamlessly integrated into one platform.

INTEGRATED TECH STACK

Combine FactSet, CapIntel, and your CRM for the ultimate client service ecosystem. Native integrations unlock holistic, end-to-end solutions for every workflow need.

TRUSTED DATA

Feel confident in your recommendations knowing that FactSet’s leading data and analytics are powering your comparisons.

Experience Interactive Visuals

Compare financial products with dynamic, easy-to-understand graphics and charts aimed at building client-advisor trust.

Templated Proposal Builder

Create world-class proposals in minutes with an intuitive presentation builder that combines quantitative and qualitative information.

Modern Client Experience

Connect with clients no matter where they are. A dynamic, cloud-based proposal enables you to engage with clients in person and on the go.

In depth analysis

Explore over 85 data points, covering holdings, returns, risk metrics, and allocations that help compare and support your product recommendations.

Increasing confidence of over 2 million investors across North America