Articles from CapIntel

CapIntel, a leading proposal generation and client engagement platform, and FactSet, a global financial digital platform and enterprise solutions provider, have entered a strategic partnership to enhance the wealth management experience. Within the FactSet Workstation, advisors can now create and share CapIntel’s digital, compliant, and personalized proposals for a seamless workflow and user experience.

CapIntel, a leading financial technology company, proudly announces its strategic partnership with Desjardins Financial Security Investments (DFSI), a renowned mutual fund dealer to enhance client experience and simplify CFR compliance. This collaboration aims to empower nearly 1,400 independent advisors affiliated with the Desjardins Financial Security Independent Network, Desjardins Financial Security Investments and SFL Wealth Management distribution networks across Canada with the tools and resources necessary to deliver superior interactions to their clients.

CapIntel, a leading financial technology company that helps asset managers, wholesalers and financial advisors improve day-to-day workflow and efficiency, today announced a new strategic partnership with SEI® (NASDAQSEIC), a global provider of technology and investment solutions that connect the financial services industry. SEI will utilize CapIntel’s intuitive sales platform to further streamline sales and marketing processes and enhance communications around SEI’s investment solutions.

CapIntel, a leading financial technology company that improves day-to-day workflow efficiency and fund analysis for financial advisors and LP Financial Planning Services Ltd (LP Financial), a mutual fund dealer, announced today a strategic partnership to leverage CapIntel’s intuitive technology to help advisors guide more data-driven conversations with their clients.

CapIntel, a leading financial technology company that supports wholesalers and improves the day-to-day workflow efficiency and fund analysis for financial advisors, today announced a new relationship with Empire Life. Empire Life will tap into CapIntel’s technology to enhance the value the sales teams bring to their advisor clients through improved fund comparison and analysis tools, and the ability to prepare personalized proposals.

CapIntel, a leading financial technology company that improves day-to-day workflow efficiency and fund analysis for financial advisors, today announced a new partnership with Aviso Wealth Inc, one of Canada’s largest independent wealth management firms, to elevate the member experience for its credit union partners across Canada.

CapIntel, a leading financial technology company that improves day-to-day workflow efficiency and fund analysis for financial advisors, today announced it has been named one of Canada’s Companies-to-Watch in the 2022 Deloitte Technology Fast 50™ program. Celebrating its 25th anniversary, the award recognizes emerging companies based on their revenue growth percentage. CapIntel ranks 5th with a 2051 percent in revenue growth from 2018 to 2021.

CapIntel, a leading financial technology company that improves the day-to-day workflow, efficiency and fund analysis for financial services wholesalers and investment advisors, today announced a new partnership with NEI Investments (NEI), a wholly-owned subsidiary of one of Canada’s largest independent wealth management firms, Aviso Wealth Inc.