Fintech startup CapIntel is partnering with IG Wealth Management (IG) to enhance IG advisors’ abilities to quickly, simply, and more transparently deliver advice and proposals that address unique client goals.
Founded in 2017 and with over 9,000 advisors using the platform, CapIntel streamlines time consuming tasks so advisors can focus on providing best-in-class, holistic wealth advice. For advisors, time consuming tasks include gaining perspective on a client’s current investments, investment comparisons, and proposal development. With CapIntel these tasks can be managed with ease.
Through CapIntel and IG’s partnership, IG advisors will gain access to a powerful, real-time digital application.
“We’re continuously looking for ways to enhance the tools and resources our advisors have at their disposal to address evolving client needs efficiently,” said Damon Murchison, President and CEO, IG Wealth Management.
“CapIntel was a perfect fit for us. They’re as passionate as we are about leveraging technology to improve the advisor and client experience. We look forward to rolling out their platform to our more than three-thousand advisors across the country.”
What sets the new client experience created by CapIntel apart is the ability of their platform to deliver clearer, customized proposals, which are directly aligned with the client’s risk profile. These proposals will open up opportunities for more collaboration between advisors and clients.
Compliance management is integrated into the platform, allowing advisors to customize client presentations within a compliance-friendly framework, which then tracks the completion of key CFR (Client-Focused Reforms) checkpoints.
“IG Wealth Management is at the forefront of anticipating and addressing shifting client expectations, as well as evolving regulatory requirements. We’re proud that our solution will help IG advisors navigate these changes,” said James Rockwood, CEO, CapIntel.
“Through the use of our solution, advisors will be able to address upcoming Client-Focused Reforms more efficiently, increase collaboration with clients and provide them with deeper transparency on their investments.”
IG Wealth Management and CapIntel are planning to begin rolling the application out to advisors this year.
Photo by Austin Distel on Unsplash
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