Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
CapIntel is an innovative, cloud-based platform designed for generating proposals and comparing investments, specifically aimed at enterprise wealth managers, financial advisors, and asset management teams. Its user-friendly drag-and-drop proposal builder allows users to create branded, interactive digital proposals that include customizable elements such as text, visuals, charts, and real-time performance comparisons. Financial advisors have the capability to import client holdings and measure them against either proprietary or custom models, while also being able to replicate and modify portfolios instantly, presenting their analyses in real-time, whether online or face-to-face. The platform is equipped with built-in compliance measures, automated tracking, and analytics to provide standardized workflows and enhance transparency. Additionally, it accommodates limitless product comparisons, offers comprehensive portfolio management tools for creating, saving, cloning, and managing models and contacts, and facilitates smooth integration of compliance and marketing resources for enhanced operational efficiency. This robust tool empowers advisors to deliver tailored, insightful presentations that align with their clients' specific financial needs.
Description
An adaptable and expandable technology solution designed to assist enterprises of various sizes in overseeing their communications, content, and branding throughout the organization across all media formats and in different languages. This platform utilizes essential technologies such as LiveObject, LiveBuilder, and LiveConnect, offering a diverse range of applications, including Digital Asset Management, Content Management, Marketing Materials Builder, Brand Resource Management, and Workflow Management, among others. Various solutions have been developed, such as Digital Asset Management (DAM), Product Information Management (PIM), Enterprise Content Management (ECMS), Web Content Management (WCMS), Project Collaboration, Workflow Applications, Inventory Management, as well as Compliance and Approval Systems, catering to a wide array of business needs. Ultimately, this comprehensive approach enables organizations to streamline their processes and enhance their operational efficiency across multiple departments.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
CapIntel
Country
United States
Website
www.capintel.com/platform
Vendor Details
Company Name
LiveTechnology
Founded
1996
Country
United States
Website
www.livetechnology.com/Platform
Product Features
Product Features
Marketing Automation
A/B Testing
No
Analytics / ROI Tracking
No
Artificial Intelligence
No
Content / Blogging Platform
No
Customizable CTAs
No
Drip Campaigns
Yes
Dynamic Content
Yes
Landing Pages / Web Forms
No
Lead Scoring
No
Sales Intelligence
No
Search Marketing
Yes
Segmentation
Yes
Social Marketing
Yes
Website Visitor Tracking
Yes