FINANCIAL MANAGEMENT, INVESTMENT MANAGEMENT

CapIntel and NEI Investments Partner to Power Better Experiences for NEI’s Wholesalers, Advisors, and Clients

CapIntel, NEI Investments and Aviso Wealth | August 30, 2022 | Read time : 02:33 min

CapIntel and NEI Investments Partner to Power Better Experiences
CapIntel, a leading financial technology company that improves the day-to-day workflow, efficiency and fund analysis for financial services wholesalers and investment advisors, today announced a new partnership with NEI Investments (NEI), a wholly-owned subsidiary of one of Canada’s largest independent wealth management firms, Aviso Wealth Inc.

Through this partnership, NEI will employ CapIntel’s intuitive FinTech solutions to streamline sales operations and enhance the use of fund data. By leveraging CapIntel’s proprietary technology, NEI’s wholesalers will experience added efficiency in their everyday tasks, including the ability to build portfolio comparisons more quickly, and easily craft best-in-class sales materials to assist advisors in their client conversations.

“Canadians today are increasingly demanding more information and greater transparency around how they invest their hard-earned money, Partnering with CapIntel will provide NEI with access to sophisticated portfolio analysis and comparison tools that will enable advisors and their clients to invest with the highest degree of confidence.”

- Tim Prescott, SVP and Head of Asset Management at Aviso Wealth

The current market has highlighted the need by Canadian investors to have access to advisors who take the time to understand their goals, provide sound and personalized financial advice, and add clarity and context to those recommendations, We’re thrilled that our platform will support the teams at NEI to continue doing just that, while improving the wholesaler, advisor and client experience, said James Rockwood, CEO of CapIntel.

CapIntel’s platform will seamlessly integrate with NEI’s existing technology, taking the company’s sales enablement capabilities to a new level in response to advisor demands and client expectations. The benefits of this partnership will continue to be realized as CapIntel evolves its platform to meet the changing needs of wholesalers and investment advisors as they redefine the standard for outstanding client experiences.

About CapIntel
CapIntel is a Toronto-based financial technology company leading the way in developing intuitive, web-based applications for financial professionals. CapIntel is on a mission to elevate personal finance, and a significant part of this means growing wealth through investments. CapIntel's platform helps financial advisors provide better service to their clients so they can get a better understanding of their investments and feel at ease knowing their future is secured. With over 10,000 advisors and 3 of the 5 Big Banks in Canada on their platform, CapIntel is transforming the advisor-client experience.

About NEI Investments
NEI Investments is a Canadian asset manager specializing in responsible investing, with over C$11 billion under management. With over 30 years of firm experience, NEI is committed to providing Canadian investors with a broad range of responsible investment solutions. The company delivers disciplined, active asset management with a focus on environmental, social, and governance (ESG) factors. NEI Investments also manages and operates a proprietary active ownership program, and has been a signatory of the United Nations' Principles for Responsible Investment for more than 15 years. NEI Investments is a wholly-owned subsidiary of Aviso Wealth.

About Aviso Wealth
Aviso Wealth is one of Canada's largest independent wealth management firms. We're a leading wealth services supplier for the Canadian financial industry, helping hundreds of institutional and retail organizations gain a competitive edge. By connecting to our flexible centre of integrated products and services, our partners are empowered to provide better wealth management to their clients. Our comprehensive offering includes investment dealer and insurance services supporting thousands of financial advisors across Canada. Our asset manager, NEI Investments, is a specialist in responsible investment funds and portfolios. Our award-winning online brokerage, Qtrade Direct Investing™, enables self-directed investors to build their wealth with confidence. And Aviso Correspondent Partners provides custodial and carrying broker services to portfolio managers, investment dealers, insurance and trust companies, and introducing brokers.

Spotlight

Nearly every state levies a business or corporate income tax. Like federal taxes, your state tax requirement depends on the legal structure of your business. For example, if your business is an LLC, the LLC is taxed separately from the owners of the business, while sole proprietors report their personal and business income taxes using the same form used to report their business taxes.


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