Introducing the next era of CapIntel.✨ Today, we share a brand refresh that solidifies CapIntel’s position as an innovator in wealth management technology. Bold new colours, refined imagery, and a website overhaul offer a new visual expression supporting our overall mission of being a modern, client-centric proposal generation platform. What’s new? 🎨 A fresh colour palette CapIntel’s public persona is as sleek as our platform with a new set of brand colours that bridge tradition with innovation. We’ve kept our beloved “Vibrant Blue” and complimented it with grounding colours like “Moss” and “Parchment,” while adding a modern twist with “Electric Gold.” 📷 Emotive imagery Money is an emotional topic. We’re bringing the real-life impacts of financial advice to the forefront with micro black-and-white imagery that represents life’s most significant moments. Because with CapIntel, you can make investments come to life. 📈 Impact-driven content It’s never been more critical for wealth management professionals to leverage technology to reduce administrative burdens and unlock more client-facing time. Our refined branding emphasizes the importance of a streamlined techstack and better comparisons and proposals. What’s stayed the same? Our team’s commitment to providing the best proposal generation solution for enterprises across North America. This brand refresh complements a recent product update, which included improvements to usability, efficiency, and accessibility. The CapIntel platform our customers know and love remains our focus, and we have many exciting things on the horizon... For now, see our brand refresh in action here: https://www.capintel.com/
CapIntel
Software Development
Toronto, Ontario 11,875 followers
A robust investment comparison and proposal generation platform built for leading wealth management enterprises.
About us
Since we entered the market in October 2019, our mission has been to elevate finance to build wealth for all. To achieve this, we are transforming the way investment services professionals work, so they are equipped to deliver better results for their clients. As a Financial Advisor, the decisions you make have a lasting impact on your clients and their ability to achieve their financial goals. You must be able to assess and compare investment options efficiently to ensure you’re selecting the right portfolio to suit your client’s asset allocation. Today, however, the tedious, largely manual processes in the sales cycle can hinder your acuteness to the market, changing regulations, and client goals. This means not being able to get the information you need; making it harder to analyze funds and potentially leading to missed financial goals for your clients. We’ve developed a product to change that. CapIntel is a modernized platform that bridges sales process gaps and stamps out inefficiencies so advisors can attend to their clients’ needs more effectively and help them enhance their financial future. We empower each level of the firm’s sales force with the tools needed to get the job done, including modelling investment comparisons, preparing compelling proposals, and tracking compliance checkpoints. In short, our product facilitates an ecosystem that reflects the workflows of each wealth enterprise. Diversity builds better teams, and we encourage individuals of all backgrounds to reach out to us if you're interested in working together.
- Website
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https://capintel.com
External link for CapIntel
- Industry
- Software Development
- Company size
- 51-200 employees
- Headquarters
- Toronto, Ontario
- Type
- Privately Held
- Founded
- 2019
Locations
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Primary
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Toronto, Ontario, CA
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Gatineau, Quebec, CA
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Halifax, Nova Scotia, CA
Employees at CapIntel
Updates
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We’re excited to announce that CapIntel has been chosen as RBC Wealth Management’s proposal generation provider. In early 2025, nearly 3800 users, including 2200 advisors and their teams, will gain access to CapIntel's powerful comparison and proposal platform. We’re grateful to Greg Beltzer and the RBC Wealth Management team for their leadership and collaboration as they launch the first fully integrated version of CapIntel with FactSet’s leading data and analytics. We look forward to providing RBC Wealth Management with an effortless way to deliver personalized proposals, reduce swivel chair processes, and increase client confidence.
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It is an honor to have won the Client Portals Firm Award - Innovation category as part of this year’s ThinkAdvisor Luminaries! 🎉 This award highlights our ongoing efforts to empower financial advisors with cutting-edge tools that simplify processes, enhance client communication and elevate the overall advice experience. Our platform fosters transparency and informed decision-making through intuitive visualizations and easy-to-understand reports. By automating time-consuming tasks, we help advisors dedicate more time to building relationships and crafting effective strategies, leading to better client outcomes. Thank you to ThinkAdvisor for this incredible recognition, and congratulations to all the 2024 winners!
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🚨 Don't miss out! From CFR to CIRO and CRM3: Decoding Compliance Changes is tomorrow 🚨 Join James Rockwood, CPA, CA, and Kuno Tucker, MA, LLM, ICD, as they discuss the latest in wealth management compliance and how to leverage technology to best enable your firm. Sign up below ⬇️
As compliance regulations rapidly change, you might be asking: Why is this happening, and how will it affect your firm? Join experts James Rockwood, CapIntel founder, and Kuno Tucker, Manulife CCO, for an exclusive webinar on November 27th to address these questions: - The driving forces behind regulatory shifts - Industry-wide impacts and daily advisor changes - How to prepare your team and protect your firm - Ways to leverage technology to reduce redundancies This webinar is a must for compliance officers, risk managers, and financial professionals. Don’t miss this opportunity!
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Compliance changes can be hard to navigate. We're here to help. Join CapIntel Founder and CEO, James Rockwood, CPA, CA and Manulife Wealth CCO Kuno Tucker, MA, LLM, ICD, for our upcoming webinar, From CFR to CIRO and CRM3: Decoding Compliance Changes. They'll break down the latest regulations changes, how they will affect your firm, and how to leverage technology to stay adaptable. Sign up below ⬇️
As compliance regulations rapidly change, you might be asking: Why is this happening, and how will it affect your firm? Join experts James Rockwood, CapIntel founder, and Kuno Tucker, Manulife CCO, for an exclusive webinar on November 27th to address these questions: - The driving forces behind regulatory shifts - Industry-wide impacts and daily advisor changes - How to prepare your team and protect your firm - Ways to leverage technology to reduce redundancies This webinar is a must for compliance officers, risk managers, and financial professionals. Don’t miss this opportunity!
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Our team is at #SchwabIMPACT and can't wait to connect with everybody in The Exchange! Find these smiling faces at booth #325 to learn all about the latest in proposal generation and how CapIntel is helping advisors eliminate redundancies, increase business, and build stronger client relationships. Schwab Advisor Services #WealthManagement #FinancialAdvisors
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We're counting down the days until IMPACT®2024! Our team can't wait to be in San Francisco next week to connect with advisors, industry leaders, and fellow innovators. Find us at booth #325 of The Exchange, and you might walk away with some un-fore-gettable swag... ⛳ #SchwabIMPACT Schwab Advisor Services
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Don’t miss out! From CFR to CIRO to CRM3: Decoding Compliance Changes is coming up on November 27th. 💻 Join CapIntel founder and CEO James Rockwood, CPA, CA, and Manulife Wealth CCO Kuno Tucker, MA, LLM, ICD, as they discuss the latest compliance changes in wealth management and offer tangible advice for firms to best prepare for success. Sign up at the link below. 👇
In recent years, we have seen an influx of seemingly neverending compliance regulation changes. Why are they happening? What do you need to know? How will they affect your firm? Join CapIntel founder and CEO James Rockwood, CPA, CA and Manulife Wealth CCO Kuno Tucker, MA, LLM, ICD, as they discuss potential impacts, from industry-wide shifts to daily advisor changes. From CFR to CIRO and CRM3: Decoding Compliance Changes takes place on November 27th @ 1:30 PM. Sign up below ⬇️
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Our team can't wait for IMPACT®2024! We'll be at booth #325 of The Exchange. Stop by to learn about the easiest way for advisors to deliver transparent, data-driven, personalized proposals. Will you be at IMPACT®2024? Let us know below! ⬇️ #SchwabIMPACT Schwab Advisor Services
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🚀 It is an honor to rank third in the “Companies to Watch” category of Deloitte’s 2024 Technology Fast 50 list. Fueled by a passion for innovation, we’re committed to challenging the status quo and delivering solutions that uplift the wealth management industry. This recognition celebrates forward-thinking companies that are transforming industries, and we’re proud to stand alongside such a dynamic group of trailblazers. Congratulations to all the fellow innovators honored! Here’s to shaping the future together. 🌟 See the full list here: https://lnkd.in/gx7yADh5
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