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Within the FactSet Workstation, advisors can now create and share CapIntel’s digital, compliant, and personalized proposals for a seamless workflow and user experience. FactSet’s thorough analytics offerings combined with CapIntel’s comprehensive and engaging investment presentations will help drive meaningful conversations that build investor trust and satisfaction throughout all stages of the client lifecycle.
James Rockwood, Founder and CEO of CapIntel, said, “We believe this combined offering creates a groundbreaking client-service and investment tech stack. Advisors will have a simple, seamless, and powerful way to analyze investments and speak to their clients about them. At the end of the day, it’s about articulating your value and making clients feel confident and heard. This partnership with FactSet reflects our commitment to constant innovation and making clients better understand their investments.”
https://www.fintechfutures.com/techwire/capintel-joins-with-factset-to-increase-advisor-success/
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