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Simple Deal Tracking Dashboard
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Connected Website And Customer Journey Analytics
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Simple Lead Assignment
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Drag And Drop Deal Movement
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AI-Powered Lead Assignment Based On Your Pipeline
Product Description
About Kapitalwise
Kapitalwise operates an AI-powered platform that connects financial advisors with investor prospects through a structured marketplace and matching engine. The system ingests high-intent leads generated via ConnectWidget technology from publisher integrations, then applies a proprietary AI algorithm to evaluate matches based on conversion likelihood parameters, advisor specialization profiles, and historical performance data. Matched prospects flow into AdvisorConnect for delivery to advisor inboxes, dashboards, or CRM via configurable rules.
The Engagement Builder component automates client interaction sequences using behavioral tagging, content attribution logic, and stage-specific workflows. All data—web interactions, email metrics, contact activity, and deal progression—is aggregated through a unified analytics pipeline that tracks the full prospect lifecycle from initial capture to final status.
Trusted by advisory teams managing billions in assets, Kapitalwise replaces random lead distribution with a scalable, data-driven growth engine that delivers measurable results month after month.
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.