Featured stories and announcements
Wealth Solutions Report
Platform Enables Interactive Proposals With Embedded Materials To Increase Client Personalization And Education, Improve Advisor-Client Interactions
Read moreWealth Professional
The partnership will add new capabilities to CapIntel's platform, used by thousands of advisors across North America
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Pressure from CFRs and enhanced total cost reporting hold promise for better client and advisor experiences, say leaders
Read moreAlternative Watch
CapIntel’s Founder and CEO James Rockwood on the demand for alts in client proposals
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Fintech provider and wealth firm leaders share how collaboration has improved client-advisor relationships
Read moreAdvisorHub
Wealthtech expert notes deprioritizing compliance akin to “pulling oxygen out of the room”
Read moreWealth Solutions Report
Fintech Provider CapIntel Launches Proposal Building Features For RIAs To Meet The SEC’s Marketing Rule With Audit Trail Automation And Other Comp...
Read moreAdvisorHub
Rob Crnkovic, Co-Founder and CRO at CapIntel, shares his insights regarding the intersection of wealthtech and organic growth.
Read moreB2B News Network
For advisors in 2023, achieving true financial success means embracing new and better ways to serve your clientele, like holistic wealth management...
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