CapIntel adds ESG data as it pushes US expansion
CapIntel, which specializes in automated proposal generation, workflow and fund analysis for advisors, announced the new ESG data...
CapIntel, which specializes in automated proposal generation, workflow and fund analysis for advisors, announced the new ESG data...
The tool will use the technology’s latest version, GPT-4, which launched this week. It’s currently being tested with 300 advisors, and...
The number of investment products has proliferated to the point that they are confusing retail investors, top asset management executives...
Most people enter adulthood feeling broke and spending frugally. Not Gen Z. Spending by the youngest group of US adults has been...
The CapIntel platform now serves over 12,000 financial advisors in Canada through partnerships with established financial service firms...
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