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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.
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"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."
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