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This unique partnership will bring CapIntel’s industry-leading technology to Aviso Wealth’s Canadian credit union partners, helping credit union financial advisors provide more value to their members. Advisors will leverage instant, powerful analytics to inform better investment decisions, easily compare investment scenarios, and articulate investment information, helping members improve their understanding of their financial goals and outcomes.
“Providing our credit union partners with access to the latest digital innovations is critical to our continued efforts to improve the advisor and client experience,” said Wanda Frisk, SVP and Head of Credit Union Wealth Management at Aviso Wealth.
https://www.fintech.ca/2022/11/30/capintel-aviso-wealth-credit-union-advisors/
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