CapIntel rolls out new services with Canada Life
The company said the relationship reinforces CapIntel's commitment to delivering advanced technology and seamless system-to-system...
The company said the relationship reinforces CapIntel's commitment to delivering advanced technology and seamless system-to-system...
The survey, conducted among 1,000 investors in the United States, brings the importance of trust in the advisor-client relationship into...
The relationship reinforces CapIntel’s commitment to delivering cutting-edge technology and seamless system-to-system integrations, with...
Within the FactSet Workstation, advisors can now create and share CapIntel’s digital, compliant, and personalized proposals for a...
Uncapped is an exclusive one-day event dedicated to technology and innovation in wealth management, which will brings together...
Advisors and investment counsellors can use the platform as a centralized hub for managing client portfolios, conducting market research...
After locking down some big clients, CapIntel CEO James Rockwood offers insights into why the tech a firm uses can become the most...
Congratulations to the CapIntel team for being named finalists of the Samsung Canadian Tech Business of the Year for 2023. In its 6th...
This renewal builds on a collaboration that began in 2021, signifying a mutual commitment to enhance the client and advisor experience in...
The primary objective for DFSI is to support advisors in their client conversations with materials that educate and build trust. By...
As a free user, you can like posts.
To repost this post to your own Passle blog, you will need to upgrade your account.
For plans and pricing, please contact our sales team at sales@passle.net