Introducing the CapIntel Platform and Logging In

CapIntel is an integrated single sign-on application within our Wealth Platform, and it is included as part of ACPI's technology fee. CapIntel provides Advisors with an opportunity to satisfy suitability determination obligations of reasonable range of alternatives as defined in CSA's 2021 Client Focused Reforms.

Process:

1. Begin by logging into Wealth Platform         
2. Once logged in, select the Tools Tab on the left-hand side. When you select the Capintel tile, it will launch you directly into the application.
    
3. Another way to access Capintel, is through a contact in the Wealth Platform. From the search function on the left panel, locate and select your client.      
4. On the client screen you will find the CapIntel application. To launch, simply click on the tab to be redirected to CapIntel. 
5. You are now logged into CapIntel under the client's portfolio.

Last Revised 2025-06-17