---
description: Learn more about CapIntel price, benefits, and disadvantages for businesses in New Zealand. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: CapIntel Pricing, Reviews & Features - Capterra New Zealand 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [CapIntel](/software/1019498/capintel)

# CapIntel

Canonical: https://www.capterra.co.nz/software/1019498/capintel

> Compare funds \& build portfolios. Create beautiful, branded proposals in as little as 3-clicks. Close more deals.
> 
> Verdict: Rated **5.0/5** by 1 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses CapIntel?

We offer enterprise SaaS solutions to mid-to-large financial institutions such as banks, MGAs, credit unions, and wealth management corporations across North America.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 1 Reviews |
| Ease of Use | 5.0/5 | Based on overall reviews |
| Customer Support | 5.0/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 5.0/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Likelihood to recommend) |

## About the vendor

- **Company**: CapIntel

## Commercial Context

- **Target Audience**: 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Canada, United States

## Features

- Investments Tracking
- Performance Metrics

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- 24/7 (Live rep)
- Chat

## Category

- [Investment Management Software](https://www.capterra.co.nz/directory/20010/investment-management/software)

## Alternatives

1. [Morningstar Direct](https://www.capterra.co.nz/software/1074481/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Trade Ideas](https://www.capterra.co.nz/software/1030960/trade-ideas) — 4.7/5 (37 reviews)
3. [Human Interest](https://www.capterra.co.nz/software/1013332/human-interest) — 4.0/5 (36 reviews)
4. [WOWS Investment Portal](https://www.capterra.co.nz/software/1051443/wows) — 4.7/5 (97 reviews)
5. [Investera Pro](https://www.capterra.co.nz/software/1018626/investera-pro) — 4.8/5 (6 reviews)

## Reviews

### "CapIntel is a Must Have" — 5.0/5

> **steve** | *6 May 2024* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: Ease of use, level of robust data is impressive, reporting is excellent, support is excellent.
> 
> **Cons**: They've fixed any issues that were a con.
> 
> Excellent. A must have for our firm. It allows us to solidify our recommendations and attract new assets from competitors.

## Links

- [View on Capterra](https://www.capterra.co.nz/software/1019498/capintel)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/237172/CapIntel/> |
| en-AE | <https://www.capterra.ae/software/1019498/capintel> |
| en-AU | <https://www.capterra.com.au/software/1019498/capintel> |
| en-CA | <https://www.capterra.ca/software/1019498/capintel> |
| en-GB | <https://www.capterra.co.uk/software/1019498/capintel> |
| en-IE | <https://www.capterra.ie/software/1019498/capintel> |
| en-IL | <https://www.capterra.co.il/software/1019498/capintel> |
| en-IN | <https://www.capterra.in/software/1019498/capintel> |
| en-NZ | <https://www.capterra.co.nz/software/1019498/capintel> |
| en-SG | <https://www.capterra.com.sg/software/1019498/capintel> |
| en-ZA | <https://www.capterra.co.za/software/1019498/capintel> |

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