CapRelo Companion portal dashboard on a laptop showing transferee status and relocation timelines
CapRelo Technology

CapRelo Companion™

AI-Powered Relocation Management Portal for Global Mobility Teams

Companion™ is CapRelo’s AI-powered client portal for HR and mobility teams, powered by CoreTech. It gives you instant visibility into every transferee, every trend and every decision that matters to your program.

HR and Mobility Teams Don’t Lack Data. They Lack Clarity and Time.

Mobility teams waste hours on manual updates. Companion™ automates this with CoreTech™ AI, delivering key insights when needed.

  • Less Time

    Eliminate manual file review and report stitching.

  • More Clarity

    Plain-language insights surfaced automatically by CoreTech™.

  • Confident Decisions

    Intelligence that drives action, not more questions.

  • 4.8Portal users’ rating vs. 4.5 for non-users (2025 client survey)
  • ISO 27001Certified data security, built for GDPR compliance
  • Powered by CoreTech, CapRelo’s AI intelligence layerExplore CoreTech →

How Companion works

From relocation data to decisions

  1. See every move in one place

    Companion brings every transferee file, milestone and approval into one portal, so your team always knows where each relocation stands.

  2. Let CoreTech do the reading

    CoreTech AI turns each transferee file into a plain-language Client AI Summary, so your team skips hours of manual review.

  3. Act on program intelligence

    SmartSights surfaces trends, risks and performance across your program, with narratives that explain what the numbers mean.

SmartSights dashboard on a tablet showing relocation program insights inside the Companion portal

Your Relocation Program Intelligence. Elevated.

Download CapRelo’s Companion portal features list to see how it transforms how mobility teams access and act on relocation program data. From a modernized portal experience to AI-generated transferee summaries and dynamic program intelligence, Companion™ moves your team from manual report-stitching to confident, real-time decision-making.

Download the features list

Inside the portal

What’s available in Companion™

Six tools that turn relocation data into decisions, all powered by CoreTech and built for HR and mobility teams.

  • Modernized Client Portal

    A fully redesigned, more intuitive interface built for how mobility and HR teams work. Faster access to critical program data, cleaner navigation, and the technical foundation for AI-powered intelligence across your entire program.

  • Client AI Summaries

    Instant, plain-language snapshots of every transferee file, generated automatically by CoreTech™ AI. Replace hours of manual review with a single, intelligent summary that’s ready the moment you need it.

  • SmartSights™ program intelligence

    Dynamic, program-level insights into relocation activity, trends, risks and performance. SmartSights™ goes beyond static reporting with AI-generated narratives that explain what the numbers mean.

  • Natural language search

    Ask questions the way you’d ask a colleague, like “What were the top relocation expenses this quarter?” or “How did this employee rate their move?”, and get instant, contextual answers from across your program data.

  • Customizable dashboards & task tracking

    Pin the reports and views that matter most to your team. Monitor pending approvals, track program milestones and configure your dashboard for the way you work.

  • Enterprise security

    Built with GDPR-compliant safeguards, backed by CapRelo’s ISO 27001 certification, to protect sensitive mobility data at every stage of the relocation lifecycle.

CapRelo Companion™
Companion portal home dashboard with transferee status, relocation timelines and program totals
CapRelo Client AI summary of a transferee’s relocation notes, origin, destination and family details
SmartSights dashboard showing program spend, active transferees and AI-generated key insights
Companion portal answering the question “What were our top relocation expenses this quarter?”
CapRelo Companion dashboard with SmartSights overview, tasks and calendar on a laptop
  • ISO 27001Certified information security
  • GDPRCompliant safeguards
  • EncryptedEnterprise-grade data protection
  • Single sourceCentralized, accurate program data

Companion™ FAQs

Companion™ is CapRelo’s AI-powered client portal for HR and mobility teams. Powered by CoreTech, it gives mobility leaders real-time visibility into every transferee, Client AI Summaries of each file, SmartSights program intelligence and natural language search across program data.

Client AI Summaries are plain-language snapshots of each transferee file, generated automatically by CoreTech AI. They replace hours of manual file review with a single summary that’s ready when you need it, making executive updates easier.

SmartSights is the program intelligence built into Companion. It delivers dynamic insights into relocation activity, trends, risks and performance, with AI-generated narratives that explain what the numbers mean.

Yes. With natural language search, HR teams can ask questions the way they’d ask a colleague, such as “What were the top relocation expenses this quarter?” or “How did this employee rate their move?”, and get instant answers from across their program data.

Yes. CapRelo is ISO 27001 certified, and Companion is built with GDPR-compliant safeguards that protect sensitive mobility data at every stage of the relocation lifecycle.

Companion is the portal for HR and mobility teams. CompanionFlex is the mobile-first portal for transferees, where employees choose core-flex services within policy and get 24/7 help from Moxie, CapRelo’s AI relocation concierge. Both run on CoreTech, so HR teams and transferees see the same live data.

Request A Demo

Ready to Experience the Future of Program Intelligence?

See the redesigned Companion™ portal, Client AI Summaries, and a preview of SmartSights™ — all in one demo built for your program.

Request a demo