Yesterday marks CapIntel’s third strategic partnership in the month of April, with asset management firm SEI Investments Company. Over the last few weeks, partnerships with Empire Life Investments and LP Financial were also announced.
These partnerships are a testament to CapIntel’s commitment to support the wealth management community in delivering enhanced client experiences through in-depth research and analysis, customizable proposals, and streamlined communications.
Powering over 12,000 financial advisors across the country, CapIntel’s proprietary technology will help financial professionals and wholesalers from these wealth management firms to develop stronger, more meaningful relationships with investors, ensuring that their investment portfolios are tailored to meet each client’s unique financial goals.
You can learn more at https://capintel.io
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This entry was posted on April 26, 2023 at 11:34 am and is filed under Commentary with tags CapIntel. You can follow any responses to this entry through the RSS 2.0 feed.
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CapIntel Announces New Partnerships With Three of Canada’s Premier Asset Management Firms
Yesterday marks CapIntel’s third strategic partnership in the month of April, with asset management firm SEI Investments Company. Over the last few weeks, partnerships with Empire Life Investments and LP Financial were also announced.
These partnerships are a testament to CapIntel’s commitment to support the wealth management community in delivering enhanced client experiences through in-depth research and analysis, customizable proposals, and streamlined communications.
Powering over 12,000 financial advisors across the country, CapIntel’s proprietary technology will help financial professionals and wholesalers from these wealth management firms to develop stronger, more meaningful relationships with investors, ensuring that their investment portfolios are tailored to meet each client’s unique financial goals.
You can learn more at https://capintel.io
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This entry was posted on April 26, 2023 at 11:34 am and is filed under Commentary with tags CapIntel. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.