CapIntel’s Post

Our team is at #SchwabIMPACT and can't wait to connect with everybody in The Exchange! Find these smiling faces at booth #325 to learn all about the latest in proposal generation and how CapIntel is helping advisors eliminate redundancies, increase business, and build stronger client relationships. Schwab Advisor Services #WealthManagement #FinancialAdvisors

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Brad Frey

Financial advice delivery, re-imagined leveraging AI to serve clients. Helping firms democratize access to advice, at scale across the entire wealth continuum.

1mo

Great seeing you this week Corey Nelmes and CapIntel team. You were great neighbors.

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Peter Weitzman

FinTech Executive | Bridging process gaps for wealth professionals with a leading investment sales platform.

1mo

Great opportunity

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