Toronto fintech startup CapIntel has landed another significant partner.
CapIntel’s intuitive sales platform will now be used by The Gryphin Advantage’s financial advisors.
Founded in 2017, CapIntel’s platform helps financial advisors provide better service to their clients so they can get a better understanding of their investments and feel at ease knowing their future is secured. With over 10,000 advisors and 3 of the 5 Big Banks in Canada on their platform, CapIntel is transforming the advisor-client experience.
For over 20 years, Gryphin has been providing independent financial advisors access to the best insurance and investment products, vested and aggressive compensation, and highly personal service from qualified and experienced professionals.
CapIntel will play a significant role as Gryphin expands and works to build additional relationships with financial advisors nationally.
RELATED: Fintech Revolution Will Usher The New Age Of Human Connection
Over the past decade, the needs of financial advisors have changed significantly due to evolving client expectations and Gryphin has since expanded its offerings to include a suite of digital tools to help address this.
The cornerstone of Gryphin’s growth plan is technology and CapIntel’s platform will provide its advisors with the digital capabilities most needed.
“The initiative to work with CapIntel is a direct response to advisor feedback,” said Kirk McMillan, President at The Gryphin Advantage Inc.
“As the industry continues to evolve, we recognize we need to remain at the forefront of the industry’s digital transformation and continue to look for tools and platforms that will help Gryphin advisors succeed in their practices. The partnership with CapIntel is just the start!”
The CapIntel platform enables advisors to access millions of products – mutual funds, ETFs, seg funds, fund of funds, equities, and bonds – to compare head-to-head or to combine into portfolios to make direct recommendations to clients. Advisors can then build customized client presentations using templates or personalized data selections that speak to clients’ needs.
“When I initially met with the Gryphin team, I was captured by their mission to support advisors with the best technology,” said James Rockwood, Founder and CEO of CapIntel.
“The level of efficiency Gryphin’s network of financial advisors will now meet is unmatched by any other platform, and I am excited for the enhanced client relationships and outcomes that will be realized because of this.”
CapIntel partnered with IG Wealth Management in 2021 and added Equitable Life to their partner page in early 2022.
Leave a Reply