CapIntel and Richardson Wealth, a wholly owned subsidiary of RF Capital Group Inc. (TSX: RCG) and one of Canada’s premier independent wealth management firms, announce a strategic partnership giving Richardson Wealth’s Advisory teams access to tools that will elevate their brand and their client, and prospective client, experiences. As a wealthtech provider, CapIntel will be integrated with Richardson Wealth’s Advisor desktop platform to help create a long-term innovative practice management solution.
“When we remove productivity barriers for Advisors, they get time back to focus on what matters the most – fostering strong client relationships, which allows them to grow their practices,” said James Rockwood, Founder and CEO, CapIntel.
