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CapIntel debuts Uncapped: Inaugural user conference for leaders in the digital evolution of wealth and asset management
Uncapped is an exclusive one-day event dedicated to technology and innovation in wealth management, which will brings together...
BMO now using CapIntel
Advisors and investment counsellors can use the platform as a centralized hub for managing client portfolios, conducting market research...
Why the tech stack is key to advisor and client satisfaction
After locking down some big clients, CapIntel CEO James Rockwood offers insights into why the tech a firm uses can become the most...
CapIntel named as Samsung Canadian Tech Business of the Year finalist
Congratulations to the CapIntel team for being named finalists of the Samsung Canadian Tech Business of the Year for 2023. In its 6th...
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