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The new feature - a built-in capability that allows financial advisors to evaluate and communicate the tax impact of portfolio changes directly within the proposal process, eliminates the need for advisors to rely on separate tools and disconnected workflows. The launch comes as advisors face growing pressure to address tax implications earlier and more transparently in the investment decision-making process.
“Advisors know taxes can materially affect client outcomes, but those insights are too often separated from the proposal process,” said Joy Chen, vice president of product at CapIntel. “CapIntel brings tax analysis directly into the proposal workflow, helping advisors deliver more personalized recommendations, clearer value and a more efficient path from prospect to client.”
