CapIntel and Richardson Wealth, a wholly owned subsidiary of RF Capital Group Inc. (TSX: RCG) and one of Canada’s premier independent...
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...
Congratulations to FTC portfolio company CapIntel on being named as one of the Practice Management Solutions Provider of the Year award...
Canada’s Top Growing Companies is an editorial ranking that was launched in 2019. It aims to bring the accomplishments of innovative...
Designed to empower financial advisors and enhance their client relationships, OMNI is an interactive and intuitive presentation builder...
John Hadwen of BMO Global Asset Management joined the CapIntel team on the Frontier of Finance podcast to discuss the after effects of...
While focused on digital transformation, The Pacific Financial Group, Inc. was looking for a new performance reporting solution to...