We offer one-on-one consultations oriented to your business needs. How can we help?

We asses a snapshot of your operations to determine if CapliFi can help you meet your goals. We provide projection reports evaluating viability of successful integrations. Process and timeline vary from a single discovery meeting and may even include multi-year trials and evaluations.

Consumer protections and regulatory alignment is the first priority. As your business or institution explores the benefits of emerging technology, it’s important to understand the nuance of each software tool and how it would apply to your circumstance. With our legal partners, we connect you with software tools to meet the needs of your business or customers.

Security is the next priority because technology sometimes fails, even when it’s compliant. We keep close tabs to ensure the tools you depend on are thoroughly tested and rated by the industry leading security firms. We also provide security audits to review your internal processes and suggest new solutions when needed.

We provide tier 2 support for your internal I.T. teams.

Training staff is our expertise. Whether you’re getting ahead of the curve or still catching up, we provide group training workshops to ensure your employees become experts.

We take the time to understand our customers. We provide simplified and personalized software tools, built specifically for your staff or customers, with your company’s brand identity.

We build great relationships with our partners and take joy in connecting you with professional services. CapliFi is the trusted technology partner for service providers in:
– Tax Preparation
– Estate Planning
– Investment Advisors
– Merchant Services
– Legal