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INTEGRATE WITH SALESFORCE

Increase Salesforce adoption and get the data that really matters.

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Instantly access client information stored in Salesforce from CapIntel.
Automate data entry directly into Salesforce. Increase adoption & get better
data.
Record key compliance activities automatically and identify errors at a glance.


ENTER INFORMATION ONCE.

Save time and manage client activities all in a single place.


CUT BACK ON ADMIN TIME.

Advisors can access their client information, holdings, and risk profiles stored
in Salesforce directly from CapIntel.


PUSH CAPINTEL DATA STRAIGHT INTO SALESFORCE.

Capture important data points and upload them directly into client Accounts on
Salesforce. Attach items, like proposals, as they’re downloaded from CapIntel
automatically.


CREATE A HANDS-OFF COMPLIANCE AUDIT TRAIL.

Auto-record Client-Focused Reforms (CFRs) activity into Salesforce. Set up
Salesforce dashboards to track compliance as advisors address KYC, KYP and
Suitability checkpoints.


DRIVE ADOPTION OF YOUR TECHNOLOGY STACK.

Integrated systems drive higher adoption and mean advisors are logging into
fewer products. Stop losing time to switching context and pass data seamlessly
between CapIntel, Salesforce and your other connected tools.


ENTERPRISE

We work with 3 of the 15 largest institutions in North America & over 10,000
advisors. Take a look at how these organizations are managing their practice
with CapIntel.
See how it's done


SEE OUR PRICING AND PLANS.

Join leading advisors & companies using CapIntel.
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Manage your practice and get started today



Elevating finance to build wealth for all.
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