Toronto-based financial technology firm CapIntel this week announced a new partnership with NEI Investments.
NEI, a wholly-owned subsidiary of Canadian independent wealth management firms Aviso Wealth, will employ CapIntel’s fintech solutions to streamline sales operations and enhance the use of fund data.
“Canadians today are increasingly demanding more information and greater transparency around how they invest their hard-earned money,” explains Tim Prescott, SVP and Head of Asset Management at Aviso Wealth.
By leveraging CapIntel’s proprietary technology, NEI’s wholesalers will experience added efficiency in their everyday tasks, according to a statement from the company.
“Partnering with CapIntel will provide NEI with access to sophisticated portfolio analysis and comparison tools that will enable advisors and their clients to invest with the highest degree of confidence,” Prescott noted.
CapIntel’s platform will seamlessly integrate with NEI’s existing technology, the company says. The benefits of this partnership will continue to be realized as CapIntel evolves its platform to meet the changing needs of wholesalers and investment advisors.
“The current market has highlighted the need by Canadian investors to have access to advisors who take the time to understand their goals, provide sound and personalized financial advice, and add clarity and context to those recommendations,” stated James Rockwood, CEO of CapIntel.
CapIntel, which recently raised a USD$11 million Series A financing round, has landed similar collaborations with Wellington-Altus Financial and Gryphin.
CapIntel was founded in 2017 and launched its platform in 2019.
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