Toronto’s CapIntel has entered into a strategic partnership with Desjardins Financial Security Investments.
Desjardins, originally established in 1900 in Lévis, Quebec, will leverage technology from CapIntel through the partnership in order to improve wealth management services for clients. [Read more…] about Desjardins Taps CapIntel to ‘Elevate Capabilities of Advisors’ with Fintech
Canadian investors are mostly satisfied with their financial advisor, a recent survey found, but there remains room for improvement in key areas. [Read more…] about Human Element Remains Important to Investors as Tech Takes Over: Report
Financial technology is about improving upon traditional ways of doing finance: Rendering paperwork digital, converting the manual into the automated, and lowering barriers to access alternative investment and loan options. [Read more…] about Canadian Fintech Firms Partner Up for Growth and Success
A Canadian financial technology platform that improves day-to-day workflow efficiency and fund analysis for wealth professionals announced this week a partnership with the Canadian Imperial Bank of Commerce’s Private Investment Counsel. [Read more…] about CapIntel Expands Fintech Partnership with Major Canadian Bank
A Manitoba-born technology platform modernizing financial planning with customized advice this week announced a partnership with CapIntel, a financial technology platform that improves day-to-day workflow efficiency and fund analysis for wealth professionals. [Read more…] about Conquest, CapIntel Collaborate for AI Fintech Integration
As Mother’s Day approaches, it’s a time to celebrate the women who have nurtured, loved, and inspired us throughout our lives. However, being a mom doesn’t come without its challenges, and when coupled with running a business, it can often feel like a juggling act.
In honour of Mother’s Day, Fintech.ca is showcasing female leaders within Canada’s fintech space who have found triumph in balancing motherhood and their professional lives. [Read more…] about Celebrating Mother’s Day with Canada’s Fintech Leaders: Balancing Motherhood, Business, and Everything in Between
Toronto B2B fintech startup CapIntel has announced a new strategic partnership with SEI, a global provider of technology and investment solutions for the financial services industry. [Read more…] about CapIntel Announces Strategic Partnership with SEI
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. [Read more…] about CapIntel and LP Financial Planning Join Forces to Enhance Advisor Offering to Clients
Toronto B2B fintech startup CapIntel has forged a new partnership with Empire Life, one of the top 10 Canadian life insurance companies. [Read more…] about CapIntel Forges New Partnership with Empire Life
James Rockwood is the Founder and CEO of CapIntel, a wealth-tech start-up that’s pushing the industry towards holistic wealth management while supporting financial advisors in their day-to-day workflow to deliver top-tier client service. [Read more…] about Q+A with CapIntel’s CEO James Rockwood on Holistic Wealth Management
