CapIntel - search results

CapIntel, a leading financial technology company dedicated to improving fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and investment advisors,...

CapIntel, a leading fintech company supporting wholesalers and investment advisors, recently added new proposal-building functionality to its platform to help Registered Investment Advisors (RIAs)...

CapIntel, the Canadian tech-enabled turnkey client proposal firm, is making waves across the U.S. wealth management industry.  The firm tells Digital Wealth News that...

Advisor technology continued to progress this week with a squall of people moves as fintechs and traditional wealth management firms made...

Out of the very extensive list of headlines in this week’s roundup of advisor tech news, one item stands out as...

Last year saw a convergence of elements in the wealth management space that, individually, would disrupt how investment managers and wealthtech providers operate. Together,...

Toronto-based CapIntel, a financial technology company that delivers productivity enhancing, web-based solutions to financial services wholesalers and investment advisors, has announced the findings of a new survey...

Friends, this week we have 7 rules for life & money(!), a look at what Web3 really is and venture deals back in the hundreds of millions! An action-packed digital wealth industry newsletter - once again. READ UP!

Friends, wow, where did summer go? Kids are back in school, and with that, investors are ready to jump back in the game, too. In the meantime, we had another busy week in digital wealth and wealthtech! READ UP!

For those of us who live in tourist locations, the summer season is thankfully over, traffic is easing and some normalcy...