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Capintel Launches Holistic Digital Wealth Platform
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’s Enhanced Wealthtech Platform Supports RIA Compliance with SEC Marketing Rule
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 Positioned to Grow Industry Leadership in Digitally-Enabled Proposal Generation for Financial Advisors
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 Tech Talk (Week of 10/16/24)
This week in Advisor Tech Talk, we’re going to let our wealthtech headlines speak for themselves, and leave it at that.
With...
Wealth Management’s Cutting Edge: MMI/Barron’s Industry Awards Finalists Announced
Innovation is the currency that buys you a seat at the table.
Today, the Money Management Institute (MMI) and Barron's announced the finalists for the...
DWN Publisher Notes For 5/22/24
Friends, it's time for your weekly DWN newsletter again and we hit a new record last week on "opens" (51,000+), so a huge thanks to our readers for that landmark! Now onto the news of the week in digital wealth - all right here at DWN.
Advisor Tech Talk (Week of 5/20/24)
Technology’s proliferation into wealth management is often viewed from a user experience perspective—we think of technology creative a better client or...
Advisor Tech Talk (Week of 5/13/24)
There’s nothing like a little confirmation to restore your pride, and among this week’s advisor tech headlines is a survey cementing...
Advisor Tech Talk (Week of 4/29/24)
Advisor technology continued to progress this week with a squall of people moves as fintechs and traditional wealth management firms made...
Advisor Tech Talk (Week of 4/15/24)
Out of the very extensive list of headlines in this week’s roundup of advisor tech news, one item stands out as...