We're thrilled to share that RBC Wealth Management has selected CapIntel’s robust comparison and proposal platform, integrated with FactSet’s leading data and analytics. Deliver personalized, digital proposals and streamline wealth workflows. ⤵️
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.
