The Pacific Financial Group partners with CapIntel to empower the advisor-client relationship

Sarah Wolter

September 29, 2022

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Sarah Wolter

This partnership further enhances TPFG's technology stack and provides the firm with a fully customized performance reporting tool for its suite of model strategies. "Connecting with CapIntel is another step in our continuing commitment to digital transformation," says TPFG President Matt Hamilton.

"Our partnership with The Pacific Financial Group not only demonstrates the value of our product, but points to a larger trend of North American financial firms seeking tools to help advisors thrive in a digital world," said James Rockwood, Founder and CEO of CapIntel. "CapIntel is proud to lead this shift alongside The Pacific Financial Group, and I'm excited to witness a growing urgency towards the digitization of the industry."

https://www.morningstar.com/news/pr-newswire/20220928la86151/the-pacific-financial-group-partners-with-capintel-to-empower-the-advisor-client-relationship