Toronto fintech startup CapIntel has landed another significant partner to their impressive client roster.
CapIntel’s intuitive sales platform will now be used by Wellington-Altus Financial‘s advisors.
CapIntel 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.
Wellington-Altus joins CapIntel’s roster of North American wealth-tech clients including CI Global Asset Management, IG Wealth Management, Canada Life, Equitable Life and Gryphin Advantage.
Wellington-Altus is a top-rated Canadian wealth advisory with more than $20 billion in assets under administration and a track record of investing in technology as a differentiator for advisor and client experiences.
“Our advisors are known for providing outstanding client outcomes,” said Jordy Chilcott, President, Wellington-Altus Private Wealth. “CapIntel’s platform enables our team to showcase the expertise and investment options that come with being a Wellington-Altus client while giving them more time to nurture client relationships and support their overall financial well-being.”
CapIntel’s technology streamlines common archaic systems, maximizes efficiency, and reduces wastage of time and resources while laying the groundwork for developing more organic client-advisor relationships.
“Ultimately, CapIntel’s mission is to harness technological potential while enhancing customer relationships and outcomes,” said James Rockwood, Founder and CEO of CapIntel.
“Highly personalized and individually tailored advice is now the gold standard for servicing clients, and Wellington-Altus has always remained ahead of the industry in making technology investments to ensure this standard is not only met but exceeded.”