Toronto-based CapIntel has formalized a strategic collaboration with KPMG Canada, aiming to help wealth management institutions modernize advisor and client experiences through digital infrastructure upgrades, streamlined technology stacks, and scalable implementation frameworks.
The partnership combines KPMG Canada’s advisory and enterprise integration expertise with CapIntel’s advisor-enablement platform, which is used by wealth firms to deliver more personalized, compliant, and efficient investment insights.
“Through this collaboration, KPMG Canada and CapIntel will empower wealth management institutions to accelerate digital transformation and deliver more efficient client experiences across Canada,” said David Bardsley, Partner and National Wealth Management Leader at KPMG Canada. “Together, we’re raising the bar for technology-enabled wealth management solutions.”
For CapIntel, the agreement represents an opportunity to expand its footprint in the enterprise wealth market by pairing its software with KPMG’s large-scale implementation capabilities.
“Joining forces with KPMG strengthens our ability to deliver at scale for the enterprise wealth market,” said James Rockwood, CEO of CapIntel. “By combining KPMG’s integration and transformation capabilities with our platform’s powerful advisor tools, we’re helping clients to realize the full value of their digital strategy faster.”
Wealth management organizations engaging both firms can expect support from strategy through rollout, including change management, advisor enablement, and integration across existing systems. The companies say the collaboration will help leadership teams turn high-level digital priorities into measurable outcomes—from streamlined advisor workflows to more engaging client presentations and reporting.
The collaboration underscores a broader shift in the wealth sector as firms move to modernize legacy processes, build more cohesive digital ecosystems, and meet rising expectations from both advisors and clients. CapIntel and KPMG Canada believe that institutional adoption of structured transformation frameworks will be key to sustaining competitive advantage as wealth management becomes increasingly technology-driven.
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