Portfolio Jobs

CapIntel is an investment sales platform used by hundreds of financial advisors and asset management sales teams in North America. CapIntel’s platform combines investment analytics with online collaboration and communication tools to make it easier for asset managers to work with advisors, and advisors to work with retail clients. With proven ability to increase sales for advisors and asset managers, the firm is quickly becoming the go-to sales platform for companies looking to capture more assets and win.