CapIntel | Correlate

Correlate

Assess the performance of your client's funds in seconds by simply entering their fund name, code or ticker.

INITIAL MEETING

Assess the performance of your client's funds in seconds by simply entering their fund name, code or ticker.
  • View the full picture of their current fees. Evaluate the fees they pay, understand any penalties for transferring funds to your products.
  • Analyze their investments by viewing major industry holdings and style categories.
  • Understand their investment style by quickly viewing the risk rating of each fund they are in.
Be better positioned to capture new clients.
  • Show your understanding of their current investments.
  • Speak about your products that could better match their needs.
Research

RESEARCH

Compare performance faster; Save time and serve more clients by comparing up to five funds side-by-side.
  • Be more efficient. Only see the information that is relevant to your decision-making process.
  • If you need to, access the details through direct links to fund pages.
Select the top performing funds in your inventory. With our market-changing output, for the first time, you can get credit for the hard work you do to select funds for your clients.

PRESENTATION

Be better prepared faster for your follow up meetings. Information from your first meeting allows you to be better prepared for your follow up.
  • See more clients in a day. Provide the same level of service to them faster.
Quickly recall your comparison using your CRM's client's identification number.
Presentation

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