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
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
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
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
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
