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CapIntel

CI Global Asset Management Joins CapIntel’s Impressive Roster Of Wealth-tech Clients

May 16, 2022 by Robert Lewis Leave a Comment

Toronto fintech CapIntel has partnered with CI Global Asset Management, one of Canada’s largest investment management companies.

CapIntel’s wealth management technology improves day-to-day workflow efficiency and fund analysis for financial advisors, enabling wealth firms to provide enhanced services leading to outsized growth. [Read more…] about CI Global Asset Management Joins CapIntel’s Impressive Roster Of Wealth-tech Clients

Filed Under: News Tagged With: CapIntel

CapIntel Partners With Gryphin To Provide Financial Advisors with Leading Sales Tech

March 30, 2022 by Fintech Newsdesk Leave a Comment

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. [Read more…] about CapIntel Partners With Gryphin To Provide Financial Advisors with Leading Sales Tech

Filed Under: News Tagged With: CapIntel, The Gryphin Advantage

Fintech Revolution Will Usher The New Age Of Human Connection

February 10, 2022 by James Rockwood Leave a Comment

A digital revolution in the wealth management industry has long been talked about, but the pandemic has hastened its arrival. For millions, technology has transformed lives while shifting the global economy to a more enduring transformation than usual. [Read more…] about Fintech Revolution Will Usher The New Age Of Human Connection

Filed Under: Thought Leaders Tagged With: CapIntel

CapIntel Adds Equitable Life to Growing List of Partners

January 24, 2022 by Fintech Newsdesk Leave a Comment

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. [Read more…] about CapIntel Adds Equitable Life to Growing List of Partners

Filed Under: News Tagged With: CapIntel

CapIntel Partners with IG Wealth Management to Enhance Client Experience

October 21, 2021 by Fintech Newsdesk Leave a Comment

Fintech startup CapIntel is partnering with IG Wealth Management (IG) to enhance IG advisors’ abilities to quickly, simply, and more transparently deliver advice and proposals that address unique client goals. [Read more…] about CapIntel Partners with IG Wealth Management to Enhance Client Experience

Filed Under: News Tagged With: CapIntel

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