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...
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CapIntel survey reveals that trust, not portfolio performance, is top priority for investors in advisor relationships
The survey, conducted among 1,000 investors in the United States, brings the importance of trust in the advisor-client relationship into...
CapIntel celebrates successful rollout with Canada Life, paving the way for elevated client-advisor experiences
The relationship reinforces CapIntel’s commitment to delivering cutting-edge technology and seamless system-to-system integrations, with...
CapIntel joins with FactSet to increase advisor success
Within the FactSet Workstation, advisors can now create and share CapIntel’s digital, compliant, and personalized proposals for a...
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...
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