A digital revolution in the wealth management industry has long been talked about, but the pandemic has hastened its arrival. For millions, technology has transformed lives while shifting the global economy to a more enduring transformation than usual. [Read more…] about Fintech Revolution Will Usher The New Age Of Human Connection
CapIntel
CapIntel Adds Equitable Life to Growing List of Partners
Hot on the heels of partnerships with IG Wealth Management and Canada Life, Toronto’s CapIntel has added Equitable Life to their partner page.
This new partnership signals increase interest among Canadian financial services leaders to work with fintech companies like CapIntel to enhance advisor and client experience. [Read more…] about CapIntel Adds Equitable Life to Growing List of Partners
CapIntel Partners with IG Wealth Management to Enhance Client Experience
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. [Read more…] about CapIntel Partners with IG Wealth Management to Enhance Client Experience