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Advisors can now use CapIntel’s proposal tools with FactSet's analytics, enhancing client engagement

Compliance is a cornerstone of operational integrity and client trust in wealth management. For firms and advisors in North America, navigating the increasingly complex regulatory landscape is not just legally necessary, it’s strategically beneficial.

Trust is essential in any relationship, and while it can take years to establish, it can be lost in an instant. For financial advisors, trust is the foundation of their client relationships and the overall success of their firm.

After locking down some big clients, CapIntel CEO offers insights into why the tech a firm uses can become the most tangible part of their experience

This strategic collaboration aims to improve client interactions and streamline CFR compliance across Canada

'We see asset managers having to provide more services, technology support, education to remain relevant and ultimately provide a better partnership to advisors,' a BNY Mellon exec says.

CEO notes mutual "commitment to innovation and advisor success"

When it comes to investing, fees matter and that’s why most financial advisors rank expense ratios among the top ETF screens. But the priorities change when it comes to certain strategies that cater to specific investor interests and passions.

In-person meetings are still the most preferred method of communication

Fintech Provider CapIntel Forged 11 Key Partnerships, Made Platform Upgrades And Was A Finalist For Multiple Awards Lists In 2023

New partnerships and integrations are making financial advice more efficient and client-focused

Following a successful deployment with CIBC Asset Management, CIBC will extend its partnership with CapIntel to the CIBC Private Investment Counsel platform to help its advisors confidently build their clients’ wealth.

Platform Enables Interactive Proposals With Embedded Materials To Increase Client Personalization And Education, Improve Advisor-Client Interactions

The partnership will add new capabilities to CapIntel's platform, used by thousands of advisors across North America

Pressure from CFRs and enhanced total cost reporting hold promise for better client and advisor experiences, say leaders

CapIntel’s Founder and CEO James Rockwood on the demand for alts in client proposals

Fintech provider and wealth firm leaders share how collaboration has improved client-advisor relationships

Wealthtech expert notes deprioritizing compliance akin to “pulling oxygen out of the room”

Fintech Provider CapIntel Launches Proposal Building Features For RIAs To Meet The SEC’s Marketing Rule With Audit Trail Automation And Other Comp...

Rob Crnkovic, Co-Founder and CRO at CapIntel, shares his insights regarding the intersection of wealthtech and organic growth.

For advisors in 2023, achieving true financial success means embracing new and better ways to serve your clientele, like holistic wealth management...

WealthTech CEO James Rockwood springboards off success in Canada to significantly expand in US wealth management space.

CapIntel's Head of Marketing, Anna Smith, shares her best tips for raising financially literate and confident kids in the op-ed written for findepe...

As Mother’s Day approaches, it’s a time to celebrate the women who have nurtured, loved, and inspired us throughout our lives. However, being a mom...

For as long as he remembers, Aidan D’Souza says his mother has helped him ensure that he’s making smart money decisions. At roughly 10 years old, D...

Leading financial technology provider CapIntel has expanded its network of partnerships through a deal with a renowned global supplier of technolog...

Toronto B2B fintech startup CapIntel has announced a new strategic partnership with SEI, a global provider of technology and investment solutions f...

Toronto B2B fintech startup CapIntel has forged a new partnership with LP Financial Planning Services to leverage CapIntel’s intuitive technology t...

CapIntel will level up wholesalers’ digital toolkits, enabling better advice and options to advisors.

Empire Life will tap into CapIntel’s technology to enhance the value the sales teams bring to their advisor clients through improved fund compariso...

How do you have a responsible investing conversation with clients?

As regulatory demands, climatic hazards, social reforms, and data security issues escalate investors' portfolio risks, advisors want tools to analy...

Toronto-based fintech startup CapIntel, which is seeking to expand its U.S. business, is offering financial advisors a window into environmental, s...

CapIntel was founded in 2017 to bridge process and communication gaps for wealth professionals with a leading investment sales platform which enabl...

James Rockwood is the Founder and CEO of CapIntel, a wealth-tech start-up that’s pushing the industry towards holistic wealth management while supp...

CapIntel CEO and Founder James Rockwood lead The Peak's 2023 Emerging Leaders Finance and Investing Category. The list recognizes up-and-coming lea...

CapIntel’s technology provides Middlefield access to CapIntel’s wholesaler platform and custom proposal generator to drive valuable conversations w...

Extending a string of successful partnerships over the past two years, wealth management technology company CapIntel kicked off 2023 by unveiling a...

CapIntel today announced a strategic partnership with Mackenzie Investments, one of Canada’s premier investment management firms, to leverage CapIn...

CapIntel has teamed up with investment management giant Mackenzie Investments in a strategic partnership that will allow the companies to realize t...

“We’re thrilled to … have the opportunity, through the deployment of CapIntel Link, to continue to deliver on our commitment to leverage digital to...

Innovative financial advisor technology firm experiences triple-digit revenue growth; looks to expand U.S. presence by doubling their current headc...

Canadian credit union partners of Aviso Wealth will have access to CapIntel's cutting-edge technologies, enabling credit union financial advisors t...

CapIntel received several awards for its growth in the Canadian market, but it’ll be an interesting name to keep an eye on as it tries to penetrate...

This unique partnership will bring CapIntel’s industry-leading technology to Aviso Wealth’s Canadian credit union partners, helping credit union fi...

Aviso Wealth will introduce CapIntel's proprietary technology to credit union advisors to enhance their processes and enrich member interactions.

Three fintech startups from Toronto – CapIntel (2,051%), Irwin (823%), and SAVVYY (654%) – received a Companies-to-Watch award as part of this year...

CapIntel today announced it has been named one of Canada’s Companies-to-Watch in the 2022 Deloitte Technology Fast 50™ program. CapIntel ranks 5th ...

"This is roll-up-your-sleeves time. Even if your clients aren’t openly expressing their unease, it’s a safe bet they are trying to understand the e...

Partnership with CapIntel signals a North America-wide adoption of new digital technology to transform wealth management.

CapIntel is recognized as a 2022 5-Star Wealth Technology Provider. WP’s 2022 winners are partnering with advisors and firms across Canada to deliv...

"CapIntel is the first mover in the enterprise wealth-management space to create a solution that bolsters advisors' ability to sell while also broa...

CIX Canadian Innovation Exchange has announced the innovative Canadian technology startups for the their 2022 program.

CIX Canadian Innovation Exchange has today announced the recipients of the 2022 CIX TOP 20 Early and CIX TOP 10 Growth award recipients.

CEO James Rockwood says collaboration with Canadian ESG leader NEI Investments builds on previous successes.

CapIntel's industry-leading digital platform will enhance sales efficiency, transparency, and data quality, to support a heightened investment expe...

NEI, a wholly-owned subsidiary of Canadian independent wealth management firms Aviso Wealth, will employ CapIntel’s fintech solutions to streamline...

A truly pan-Canadian success story, CapIntel currently has employees in almost every province across the country and practices an Extreme Ownership...

One of the most fundamental requirements of a financial adviser’s sales process with a prospective client is that, in order to win the business, it...

CapIntel announced a new $11M Series A round to scale up its investment proposal generation (and supporting investment analytics) tool for financia...

The most recent example of this PE and VC money crossing the U.S. and Canadian borders is CapIntel, which focuses on day-to-day workflows and fund ...

CapIntel founder and CEO sees rising pressure for tech firms to 'rise above the noise'.

CapIntel announces $11.0M USD in Series A financing and partnership with leading US-based asset management firm, The Pacific Financial Group.

CapIntel caters to three of Canada’s Big Five Banks and some of the country’s largest wealth and asset management firms. Now it's tackling the Unit...

CapIntel's partnership with Wellington-Altus reflects the wealth management industry's growing adoption of technology platforms that support adviso...

Under the partnership, the firm's advisors will be able to develop and present client portfolios more efficiently using CapIntel's cutting-edge tec...

Wellington-Altus is a top-rated Canadian wealth advisory with more than $20 billion in assets under administration and a track record of investing ...

Toronto fintech CapIntel has partnered with CI Global Asset Management, one of Canada’s largest investment management companies.

CI's asset management arm continues to keep a pulse on major FinTech firms with CapIntel's sophisticated technology.

CapIntel today announced a new user agreement with CI Global Asset Management (“CI GAM”), one of Canada’s largest investment management companies.

Toronto is Canada’s largest job market, and one of the perks of living here is that there’s always a new opportunity just around the corner.

Intuitive sales platform for advisors set to play a cornerstone role in The Gryphin Advantage's continued growth

Toronto fintech startup CapIntel has landed another significant partner. CapIntel’s intuitive sales platform will now be used by The Gryphin Advant...

CapIntel’s intuitive sales platform will now be used by The Gryphin Advantage Inc’s financial advisors and will play a significant role as Gryphin ...

Canada's Podcast invited CEO, James Rockwood, for a chat about all things CapIntel - from our origins, to our early growth stages, and what we're d...

Speaking with SAAS NORTH, Rob Crnkovic, the co-founder and CRO of CapIntel, shares how the company built its enterprise sales engine to include the...

James Rockwood, founder and CEO of CapIntel, argues the industry will have to face up to crypto conversations

Techcouver sat down with James Rockwood, the founder and CEO of CapIntel, to learn more about his path his fintech startup took through not one, bu...

As part of the series "Making Something From Nothing", Fotis Georgiadis interviews James Rockwood about CapIntel's journey so far.

An op-ed by James Rockwood about the digital revolution in the wealth management industry.

CapIntel founder and CEO explains how platform helps turn an advisor problem into a client relationship touchpoint

CapIntel is highlighted as a Fintech partner helping advisors manage investments, planning and compliance

CapIntel’s partnership with Equitable Life® signals accelerated movement within Canadian financial services leaders working with fintech companies ...

Hot on the heels of partnerships with IG Wealth Management and Canada Life, Toronto’s CapIntel has added Equitable Life to their partner page.

Tech provider's latest collaboration signals growing urgency for financial firms to thrive in a digital world

Featured in a series of Q&As with influential women in the technology business in Canada is Shawna MacDonald, Technical Project Manager, CapIntel, ...

Nearly 3,000 Canada Life advisors to get access to CapIntel’s digital sales platform

CapIntel’s digital application will now support approximately 3,000 advisors at Canada Life

Partnership aims to make investment comparison and compliance tool available to an estimated 3,000 advisors

Head of strategy at IG tells WP why partnership with CapIntel will make their advisors more efficient, compliant and ensure better outcomes for cli...

CapIntel, which provides a management platform for wealth management firms, has penned a partnership deal with IG Wealth Management, the latter a p...

Over 3,000 IG Wealth Management advisors across Canada will use CapIntel's digital application to deliver tailored client proposals and more.