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Compare fund performance in the most efficient way possible

Understand, evaluate and invest
in a way never possible before

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CORRELATE is a tool to help you make faster decisions for your clients

Compare multiple Mutual Funds, ETFs and Segregated Funds at the same time to ensure you select the top performing products for your clients

strengths

STRENGTHEN YOUR ANALYSIS, MAKE BETTER DECISIONS FASTER

We help you save time by making your analysis easier. Within seconds, compare Mutual Funds, ETFs and Segregated Funds on one screen using our intuitive new tool, CORRELATE. Review the options that meet your client’s specific financial goals, and provide them even more tailored customer service.

information

CUT THROUGH THE INFORMATION OVERLOAD

Many services today burden your analysis with too much information. CORRELATE was designed by consulting Financial Advisors at every step. We curate the information to allow you to make better decisions faster. See only what you need to make your investment decisions.

fees

BUILD TRUST WITH COMPLETE FEE DISCLOSURE

We understand that trust is the single most important ingredient when building a successful relationship with current and prospective clients. CORRELATE shows you all the relevant fees associated with the products you are selecting for your clients. This ensures you can make the best possible investment decisions.

card

CLOSE MORE SALES WITH THE NEW BUSINESS CARD

CORRELATE summarizes your research in a single, easy to read page personalized for you. It is your new business card, and an executive summary for your fund facts combined into one. It shows your clients the analysis you performed and keeps you top of mind with your name and picture at the top of the page. Differentiate yourself with the new business card for Financial Advisors.

meeting

NEVER MISS A BEAT WITH EASIER MEETING PREPARATION

CORRELATE stores your fund comparisons for each client. This allows you to recall your past comparisons, ensuring you are better prepared for client meetings. Always have your best foot forward.

The Frontier:
By CapIntel

The Frontier is our original upcoming podcast series that features the latest ideas, innovations, products and philosophies of investment professionals. We speak with Portfolio Managers and Chief Investment Officers of Big Banks, and top Asset Management firms for a greater level of insight into the minds of the professionals who invest your money. Stay informed. Stay on the Frontier.

We have the most efficient fund comparison tool on the market

quality data
Quality Data

Use industry leading data for your analysis. We are powered by QuoteMedia and Fundata.

all funds
All Fund Types

Compare Mutual Funds, ETFs and Segregated Funds. Select the right products for your clients.

reports
Unlimited Reports

Compare as many funds as you need, for as many clients as you have. Our all-in-one pricing provides unlimited reports.

track reviews
Track Client Reviews

Get notified when you have an upcoming client review. Always be prepared and up to date with your clients' needs.