Addresses rising client expectations, enables advisors to evaluate and communicate tax implications without leaving the proposal workflow
CapIntel, a pioneer in financial technology solutions transforming how wealth professionals communicate investment insights, announced the launch of its new tax analysis feature, a built-in capability that allows financial advisors to evaluate and communicate the tax impact of portfolio changes directly within the proposal process, eliminating the need for advisors to rely on separate tools and disconnected workflows.
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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.
With the tax analysis feature, advisors can input key tax data, including cost basis and purchase dates, and analyze the estimated impact of transitioning from a current portfolio to a recommended one. Using tax-efficient logic, the platform calculates projected gains and losses and estimates associated tax costs, incorporating factors such as carryforward losses and year-to-date activity. These insights can be embedded into digital and PDF proposals, equipping advisors with client-ready materials that enhance transparency and support more informed investment decisions.
“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.”
By embedding tax considerations into a single, unified workflow, CapIntel enables advisors to streamline their process, reduce manual data entry and more effectively guide clients through complex financial decisions. In turn, investors gain greater clarity into the impact of portfolio changes, helping them better understand trade-offs and move forward with greater confidence.
CapIntel’s tax analysis feature supports tax-aware planning and is designed to complement, not replace, professional tax advice.
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