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The CapIntel platform now serves over 12,000 financial advisors in Canada through partnerships with established financial service firms such as Mackenzie Capital, Middlefield, IG Wealth Management, and others. CEO James Rockwood sat down with Fintech.ca this week to talk about holistic wealth management in Canada and how advisors can better use this strategy to help investors plan for brighter financial futures.
One of the biggest challenges in the wealth management industry is the amount of time it takes for financial advisors to develop high-quality proposals that are tailored to the needs and goals of their clients. Financial advisors deserve—and need—time to develop strong relationships with their clients, gain an understanding of what they are trying to achieve, and ultimately provide sound advice that delivers results. CapIntel’s platform allows wealth professionals to efficiently manage the time-consuming aspects of their role, empowering them to focus on providing best-in-class, holistic wealth advice.
https://www.fintech.ca/2023/03/07/qa-capintel-ceo-james-rockwood-holistic-wealth-management/
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