The launch comes as advisors face growing pressure to address tax implications earlier and more transparently in the investment decision-making process, particularly for high-net-worth clients with complex portfolios. Now live in the United States and Canada, CapIntel's latest release addresses this challenge by bringing tax insight into the same workflow where investment decisions are evaluated and presented.
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CapIntel integrates tax impact into investment proposal 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."
