CapIntel springboards off of its success in Canada to significantly expand throughout the US, especially as financial advisors are facing increased demand among prospective clients for customized proposals that can deliver insightful perspectives on investment management during a volatile market environment.
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CapIntel is an industry leader in digitally-enabled proposal generation for financial advisors
The firm is “working intentionally and strategically to build its presence” in the world’s largest wealth management market.
