CapitalFlow builds consulting software for financial advisors operating in Germany. Its core product, the CapitalFlow Platform, supports the entire advisory process, from automated data collection through to comprehensive financial analysis. The platform includes individual customer portals for standardized data gathering, cash flow analysis tools, income security calculations, retirement planning, and tariff comparison functionality.
The software is used in over 1,500 financial consultations daily across Germany, reflecting its integration into the workflows of advisory firms at scale. The platform's feature set addresses key stages of the advisory lifecycle, consolidating tools that advisors might otherwise source separately.
CapitalFlow operates within the financial advisory and financial planning verticals, focusing exclusively on the German market. The company's technology is designed to standardize and streamline client interactions, giving both advisors and their clients structured portals for data exchange and analysis.
