CapIntel and LP Financial Planning Join Forces to Enhance Advisor Offering to Clients

Toronto B2B fintech startup CapIntel has forged a new partnership with LP Financial Planning Services to leverage CapIntel’s intuitive technology to help advisors guide more data-driven conversations with their clients.

CapIntel supports wholesalers and improves the day-to-day workflow efficiency and fund analysis for financial advisors.

With the increasing complexity of the financial markets, it has become more important than ever for advisors to be able to build trust with their clients. This new partnership will help advisors deliver customized proposals that ensure their clients understand and are confident in their recommendations.

CapIntel’s innovative digital experience will help LP Financial continuously improve their offering for advisors, helping them initiate better conversations with their clients, provide more personalized and tailored communications, and create more frequent touch points.

“We are dedicated to providing advisors with the tools they need to build wealth for clients.” said Curtis Jenkins, President of LP Financial Planning Services Ltd.

“CapIntel provides advisors with access to a unique sales enablement tool that seamlessly integrates compliance requirements into the process. The platform simplifies the process, helping create additional capacity while simultaneously elevating the offering for clients. We are thrilled to be partnering with such a dedicated team that is committed to helping financial advisors across Canada.”

CapIntel’s leading platform also features a number of other tools and resources that will assist advisors to better serve their clients. This includes access to educational materials and training resources, as well as tools for managing client relationships and communicating smarter, and more valuable, investment selections.

“We are delighted to be partnering with LP Financial to provide financial advisors with the tools they need to build long lasting relationships with their clients,” said James Rockwood, Founder and CEO of CapIntel.

“By using our platform, advisors will be able to guide their clients with personalized, data-driven advice that is tailored to their specific needs and goals.”