Capintel

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Since we entered the market in October 2019, our mission has been to elevate finance to build wealth for all. To achieve this, we are transforming the way investment services professionals work, so they are equipped to deliver better results for their clients. As a Financial Advisor, the decisions you make have a lasting impact on your clients and their ability to achieve their financial goals. You must be able to assess and compare investment options efficiently to ensure you’re selecting the right portfolio to suit your client’s asset allocation. Today, however, the tedious, largely manual processes in the sales cycle can hinder your acuteness to the market, changing regulations, and client goals. This means not being able to get the information you need; making it harder to analyze funds and potentially leading to missed financial goals for your clients. We’ve developed a product to change that. CapIntel is a modernized platform that bridges sales process gaps and stamps out inefficiencies so advisors can attend to their clients’ needs more effectively and help them enhance their financial future. We empower each level of the firm’s sales force with the tools needed to get the job done, including modelling investment comparisons, preparing compelling proposals, and tracking compliance checkpoints. In short, our product facilitates an ecosystem that reflects the workflows of each wealth enterprise. Diversity builds better teams, and we encourage individuals of all backgrounds to reach out to us if you're interested in working together.

Company Details

Employees
81
Founded
-
Address
Toronto, Ontario, Ca
Email
in****@****tel.com
Industry
Software Development
NAICS
Software Publishers
HQ
Toronto, Ontario
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News

CapIntel and Richardson Wealth Collaborate to Enhance Advisor Support - Business Wire

CapIntel and Richardson Wealth Collaborate to Enhance Advisor Support Business Wire

CapIntel places No. 13 on The Globe and Mail’s fifth-annual ranking of Canada’s Top Growing Companies - FinTech Futures

CapIntel places No. 13 on The Globe and Mail’s fifth-annual ranking of Canada’s Top Growing Companies FinTech Futures

CapIntel Survey Reveals That Trust, Not Portfolio Performance, is Top Priority for Investors in Advisor Relationships - Business Wire

CapIntel Survey Reveals That Trust, Not Portfolio Performance, is Top Priority for Investors in Advisor Relationships Business Wire

CapIntel Expands Partnership with CIBC to Bring Proven Sales Technology to Private Investment Counsel Team - FinTech Futures

CapIntel Expands Partnership with CIBC to Bring Proven Sales Technology to Private Investment Counsel Team FinTech Futures

CapIntel Celebrates Successful Rollout with Canada Life, Paving the Way for Elevated Client-Advisor Experiences - Business Wire

CapIntel Celebrates Successful Rollout with Canada Life, Paving the Way for Elevated Client-Advisor Experiences Business Wire

CapIntel Renews Partnership with IG Wealth Management - The AI Journal

CapIntel Renews Partnership with IG Wealth Management The AI Journal

Fintech Bytes: Vise, CapIntel and Morningstar - InvestmentNews

Fintech Bytes: Vise, CapIntel and Morningstar InvestmentNews

CapIntel partners with wealth firm to integrate proposal tools into advisor platform - Wealth Professional

CapIntel partners with wealth firm to integrate proposal tools into advisor platform Wealth Professional

About Us - FinancialContent

About Us FinancialContent

Conquest Planning partners with CapIntel to bring AI-powered advice to more financial advisors and investors - BetaKit

Conquest Planning partners with CapIntel to bring AI-powered advice to more financial advisors and investors BetaKit

What's behind the Conquest-CapIntel partnership? - Wealth Professional

What's behind the Conquest-CapIntel partnership? Wealth Professional

CapIntel Joins with FactSet to Increase Advisor Success - Business Wire

CapIntel Joins with FactSet to Increase Advisor Success Business Wire

22 companies hiring for more than 100 jobs in Toronto this April - Daily Hive Vancouver

22 companies hiring for more than 100 jobs in Toronto this April Daily Hive Vancouver

CapIntel rolls out tools with Canada Life for advisors - Wealth Professional

CapIntel rolls out tools with Canada Life for advisors Wealth Professional

CapIntel Debuts Uncapped: Inaugural User Conference For Leaders in the Digital Evolution of Wealth and Asset Management - Business Wire

CapIntel Debuts Uncapped: Inaugural User Conference For Leaders in the Digital Evolution of Wealth and Asset Management Business Wire

CapIntel and IG Wealth Management renew partnership to enhance financial advisory services - Wealth Professional

CapIntel and IG Wealth Management renew partnership to enhance financial advisory services Wealth Professional

CapIntel Raises $11.0M USD Series A To Expand Wealth Management Sales Platform, Launching in US Market - Business Wire

CapIntel Raises $11.0M USD Series A To Expand Wealth Management Sales Platform, Launching in US Market Business Wire

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