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The relationship reinforces CapIntel’s commitment to delivering cutting-edge technology and seamless system-to-system integrations, with an interactive comparison and proposal tool that allows clients to better understand their investment portfolio.
“Working with CapIntel has been a positive and beneficial experience for our business,” said Blaine Shewchuk, Executive Vice-President, Individual Wealth, Canada Life. “CapIntel adapts their tools in response to feedback, resulting in a great user experience, while providing valuable and transparent know-your-product capabilities and portfolio insights for our advisors and clients.”
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