CapIntel recently announced a strategic partnership with Mackenzie Investments, a Canadian investment management firm.
The Toronto-based wealth management technology startup says that its latest offering, CapIntel link, will provide incumbent Mackenzie with “access to meaningful data insights that reflect what their network of financial advisors are researching and analyzing.”
This, in turn, will drive “more informed conversations between advisors and Mackenzie’s wholesalers and build on the company’s strategy” to identify leading-edge technologies that help financial advisors deliver superior client outcomes, according to a statement from the fintech.
CapIntel Link’s current suite of features already enables users to compare, analyze, and present financial information to best support client needs.
With Link, however, asset managers can use investment data and models to create proposal presentations for their clients from within an authenticated environment, among other enhancements.
“We’re thrilled to … have the opportunity, through the deployment of CapIntel Link, to continue to deliver on our commitment to leverage digital tools and analytics to deliver premium advisor and client-facing services,” stated Luke Gould, chief executive of Mackenzie Investments.
James Rockwood, founder of CapIntel, says Link is a product launch in response to “growing industry-wide demand for technology that equips wholesalers and advisors to foster more transparency with clients while optimizing their time.”
“We are excited to partner … deliver an innovative new way to strengthen the wholesaler-advisor relationship within a single ecosystem, which undoubtedly will support an enhanced experience all the way down to the retail investor,” he added.
Founded in 2017, CapIntel is on a mission to elevate personal finance. Its platform, launched in 2019, helps financial advisors provide service to clients so they can get a better understanding of investments.