🚀 It is an honor to rank third in the “Companies to Watch” category of Deloitte’s 2024 Technology Fast 50 list. Fueled by a passion for innovation, we’re committed to challenging the status quo and delivering solutions that uplift the wealth management industry. This recognition celebrates forward-thinking companies that are transforming industries, and we’re proud to stand alongside such a dynamic group of trailblazers. Congratulations to all the fellow innovators honored! Here’s to shaping the future together. 🌟 See the full list here: https://lnkd.in/gx7yADh5
CapIntel
Software Development
Toronto, Ontario 11,801 followers
We're an investment sales platform for wealth enterprises and professionals. Sign up for free and grow your practice!
About us
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.
- Website
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https://capintel.com
External link for CapIntel
- Industry
- Software Development
- Company size
- 51-200 employees
- Headquarters
- Toronto, Ontario
- Type
- Privately Held
- Founded
- 2019
Locations
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Primary
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Toronto, Ontario, CA
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Gatineau, Quebec, CA
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Halifax, Nova Scotia, CA
Employees at CapIntel
Updates
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A big thank you to Doug Fritz for spotlighting our recent collaboration with FactSet in November’s The Word on WealthTech! This partnership empowers advisors with data-driven insights, enabling richer, more impactful client interactions. We're focused on enhancing the wealth management experience, building trust, deepening engagement and driving satisfaction for advisors and clients alike. Read the full article in WealthManagement.com.
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In recent years, we have seen an influx of seemingly neverending compliance regulation changes. Why are they happening? What do you need to know? How will they affect your firm? Join CapIntel founder and CEO James Rockwood, CPA, CA and Manulife Wealth CCO Kuno Tucker, MA, LLM, ICD, as they discuss potential impacts, from industry-wide shifts to daily advisor changes. From CFR to CIRO and CRM3: Decoding Compliance Changes takes place on November 27th @ 1:30 PM. Sign up below ⬇️
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Congratulations to our very own Edson Henrique Lopes da Costa on winning FIRST PLACE in a recent Microsoft Developers Azure AI & Azure Cosmos DB Learning Hackathon. 🏆 Over 9,500 developers engaged with Azure Cosmos DB and Azure AI services, making it one of the most popular on Devpost, ranking in the top 0.2% of all Devpost hackathons. Inspired by past personal struggles with job interviews and seeing others miss opportunities due to poor preparation, Edson created UHIRED to help users efficiently prepare for interviews by practicing responses, receiving real-time feedback, and getting tailored recommendations to communicate their skills and expertise based on the candidate’s job description. Read all about it here: https://lnkd.in/guGE3SCR
Meet the Winners | Microsoft Developers Azure AI & Azure Cosmos DB Learning Hackathon - Azure Cosmos DB Blog
https://devblogs.microsoft.com/cosmosdb
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📣 ICYMI: CapIntel has officially partnered with FactSet to offer wealth management professionals an effortless way to use leading data and analytics in tailored portfolios and proposals. Within The FactSet Workstation, advisors can now launch CapIntel’s comparison and proposal platform, which will be powered with FactSet’s trusted data. The seamless workflow helps advisors feel confident in providing personalized financial advice while navigating the dynamic landscape of client engagement. Learn more about the partnership here: https://bit.ly/4eRyZso
A better proposal generation process
landing.site.capintel.com
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Wealth management professionals deserve better workflows, and their clients deserve a better experience. We’re proud to announce our partnership with global data and analytics leader FactSet to make this a reality. “We believe this combined offering creates a groundbreaking client-service and investment tech stack. Advisors will have a simple, seamless, and powerful way to analyze investments and speak to their clients about them. At the end of the day, it’s about articulating your value and making clients feel confident and heard. This partnership with FactSet reflects our commitment to constant innovation and making clients better understand their investments.” - James Rockwood, CPA, CA, Founder and CEO, CapIntel Read the full release here: https://lnkd.in/gW4eq95i
CapIntel Joins with FactSet to Increase Advisor Success
businesswire.com
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A 2023 J.D. Power’s U.S. Financial Advisor Satisfaction Study revealed 28% of advisors say they do not have enough time to spend with clients. In a recent Wealth Solutions Report article, our CEO and founder, James Rockwood, CPA, CA, details one of our lesser-known features that effectively expands an advisor’s capacity to handle administrative responsibilities, which allows for more time with clients. ⚖️ Read the full article to learn more: https://bit.ly/47EurDi
Lesser-Known Wealthtech Features That Advisors Can Leverage
https://wealthsolutionsreport.com
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As we approach the much-anticipated Federal Reserve meeting today, it’s crucial to supply investors with the insights they need to navigate this complex landscape. In a recent Financial Planning article, our Founder and CEO James Rockwood, CPA, CA explains that “there's no crystal ball into how the rate cuts will impact the market.” This is a great opportunity to educate clients on the why behind rate cuts while being prepared to guide them through the uncertainties ahead. Read the full article by Rob Burgess for more: https://lnkd.in/ggveWgTy
How advisors should communicate the expected Fed rate cut to clients
financial-planning.com
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Our team will be at Dreamforce and we want to meet you. 👋 Are you heading to San Francisco? Connect with Peter Weitzman to learn about CapIntel's Salesforce integration and how it transforms the proposal generation process to enable better client connections. #WealthManagement #FinancialAdvisors #DF24
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Conference season is underway and our team can’t wait to be at Future Proof next week. 🌴 Keep an eye out for Jas Aulakh and Corey Nelmes, and let them know if you have any questions about how CapIntel is helping wealth and asset management enterprises improve their client engagement.
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