CapIntel ESG
Financial Software · Canada · 1-10 Employees
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Overview
Headquarters
140 Yonge St Ste 200, Toronto, Ontario, ...Website
www.capintel.comRevenue
$6.8 MillionIndustry
About CapIntel ESG
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CapIntel ESG is experiencing very low activity levels compared to other companies in the Software sector.
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CapIntel ESG Tech Stack
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CapIntel ESG News & Media
CapIntel and Richardson Wealth Collaborate to Enhance Advisor Support
TORONTO--(BUSINESS WIRE)-- #capintel--CapIntel, a leading provider of fintech solutions, and Richardson Wealth announce a partnership to give advisors tools to elevate client experiences.CapIntel Survey Reveals That Trust, Not Portfolio Performance, is Top Priority for Investors in Advisor Relationships
TORONTO--(BUSINESS WIRE)-- #canadalife--CapIntel reveals the results of a wide-ranging survey that sheds light on what investors value most in their relationships with financial advisors.CapIntel Celebrates Successful Rollout with Canada Life, Paving the Way for Elevated Client-Advisor Experiences
TORONTO--(BUSINESS WIRE)-- #canadalife--Financial technology company CapIntel announced its partnership with Canada Life, a leading insurance, wealth management and benefits provider.CapIntel Joins with FactSet to Increase Advisor Success
TORONTO--(BUSINESS WIRE)--CapIntel, a leading proposal generation and client engagement platform, and FactSet, a global financial digital platform and enterprise solutions provider, have entered a strategic partnership to enhance the wealth management experience. Within the FactSet Workstation, advisors can now create and share CapIntel’s digital, compliant, and personalized proposals for a seamless workflow and user experience. FactSet’s thorough analytics offerings combined with CapIntel’s co
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Frequently Asked Questions Regarding CapIntel ESG
CapIntel is a robust investment comparison and proposal generation platform designed for wealth management enterprises. The platform empowers wealth firms to enhance trust and transparency through compelling presentations that resonate with clients' unique goals. By transforming complex financial details into relatable narratives, CapIntel helps ad... Read More