CapIntel
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.

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Wealth Management

CAPINTEL INTRODUCES OMNI, A COMPREHENSIVE DIGITAL WEALTH SOLUTION

CapIntel | September 07, 2023

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CapIntel has introduced a comprehensive digital wealth management platform called OMNI. This platform's capacity to provide a complete, all-encompassing perspective on their investments makes it easier for financial advisors to offer comprehensive guidance to their clients. OMNI has been created to empower financial advisors, augmenting their client rapport. It is an interactive, user-fr...

Read More

Payments

CAPINTEL PARTNERS WITH CANADIAN FINANCIAL SERVICES LEADER EQUITABLE LIFE® TO ENHANCE EXPERIENCE FOR FINANCIAL ADVISORS AND CUSTOMERS

CapIntel | January 25, 2022

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CapIntel, a financial technology (Fintech) company that supports wholesalers and financial advisors in their day-to-day workflow to deliver top-tier client service, today announced a partnership with Equitable Life. Leading companies are constantly evaluating how to remain relevant and thrive as the world evolves, and this partnership demonstrates Equitable Life’s commitment to constantly push what best-practice looks like in the financial services industry. For more than 10...

Read More

PAYPAL PROCESSED RECORD $10 BILLION IN CHARITABLE DONATIONS IN 2019

PayPal | January 16, 2020

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PayPal Holdings, Inc. (NASDAQ: PYPL) today announced that it processed a record $10.3 billion in donations to charities around the world in 2019, and more than $1 billion in the month of December alone, as mobile and other digital channels continue to change how donors engage with nonprofit organizations. Twenty-one percent of all donations processed by PayPal in 2019 were made through mobile devices. "Our efforts to drive social impact and create value for all of our stakeholders continue ...

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BLACKROCK'S ASSETS BLOW PAST $7T IN MILESTONE FOR INVESTMENT GIANT

BlackRock | January 15, 2020

news image

BlackRock Inc.'s assets scaled $7 trillion for the first time, putting the spotlight on the world's largest money manager's growing reach. The investment giant took in $128.8 billion in net new money in the fourth quarter of 2019, where exchange-traded funds drew big inflows. That is up from the $49.8 billion in net flows in the year-ago period. BlackRock's quarterly net profits rose 40 percent to $1.3 billion. The company's fourth-quarter earnings of $8.29 a share exceeded W...

Read More
news image

Wealth Management

CAPINTEL INTRODUCES OMNI, A COMPREHENSIVE DIGITAL WEALTH SOLUTION

CapIntel | September 07, 2023

CapIntel has introduced a comprehensive digital wealth management platform called OMNI. This platform's capacity to provide a complete, all-encompassing perspective on their investments makes it easier for financial advisors to offer comprehensive guidance to their clients. OMNI has been created to empower financial advisors, augmenting their client rapport. It is an interactive, user-fr...

Read More
news image

Payments

CAPINTEL PARTNERS WITH CANADIAN FINANCIAL SERVICES LEADER EQUITABLE LIFE® TO ENHANCE EXPERIENCE FOR FINANCIAL ADVISORS AND CUSTOMERS

CapIntel | January 25, 2022

CapIntel, a financial technology (Fintech) company that supports wholesalers and financial advisors in their day-to-day workflow to deliver top-tier client service, today announced a partnership with Equitable Life. Leading companies are constantly evaluating how to remain relevant and thrive as the world evolves, and this partnership demonstrates Equitable Life’s commitment to constantly push what best-practice looks like in the financial services industry. For more than 10...

Read More
news image

PAYPAL PROCESSED RECORD $10 BILLION IN CHARITABLE DONATIONS IN 2019

PayPal | January 16, 2020

PayPal Holdings, Inc. (NASDAQ: PYPL) today announced that it processed a record $10.3 billion in donations to charities around the world in 2019, and more than $1 billion in the month of December alone, as mobile and other digital channels continue to change how donors engage with nonprofit organizations. Twenty-one percent of all donations processed by PayPal in 2019 were made through mobile devices. "Our efforts to drive social impact and create value for all of our stakeholders continue ...

Read More
news image

BLACKROCK'S ASSETS BLOW PAST $7T IN MILESTONE FOR INVESTMENT GIANT

BlackRock | January 15, 2020

BlackRock Inc.'s assets scaled $7 trillion for the first time, putting the spotlight on the world's largest money manager's growing reach. The investment giant took in $128.8 billion in net new money in the fourth quarter of 2019, where exchange-traded funds drew big inflows. That is up from the $49.8 billion in net flows in the year-ago period. BlackRock's quarterly net profits rose 40 percent to $1.3 billion. The company's fourth-quarter earnings of $8.29 a share exceeded W...

Read More

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Feature market insights and perspectives from top C-Level executives, elite technology influencers and thought leaders from your company here. This signature initiative has garnered immense support...

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