Hot on the heels of partnerships with IG Wealth Management and Canada Life, Toronto’s CapIntel has added Equitable Life to their partner page.
This new partnership signals increase interest among Canadian financial services leaders to work with fintech companies like CapIntel to enhance advisor and client experience.
CapIntel enables advisors and wholesalers to leverage more transparent information and smarter systems to provide better service to their clients.
CapIntel’s intuitive platform will help Equitable Life meet this commitment by enabling wholesalers and financial advisors to build, analyze, and compare portfolios and deliver personalized recommendations.
“Having a Canadian mutual financial services leader, like Equitable Life, use CapIntel to boost wholesaler and financial advisor effectiveness is a testament to our platform’s value,” said James Rockwood, Founder and CEO of CapIntel.
“In this digital age, there is an increased desire amongst financial services companies to work more effectively using technology. Established financial services companies are advancing their capabilities through partnerships with fintechs, and we are proud to support these companies and accelerate their digital evolution.”
As this momentum in the financial services industry continues, CapIntel will continue to develop the platform to meet the needs of wholesalers and financial advisors.
Over 10,000 financial advisors and 500 wholesalers are using the CapIntel platform.