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-friendly presentation generation tool that seamlessly incorporates compliance measures and secure sharing protocols. This integration facilitates the simplification of financial discussions, thereby fostering improved decision-making processes for advisors and investors.
James Rockwood, Founder and CEO of CapIntel, said,
With an ongoing commitment to advancing technology in the financial industry, OMNI sets the stage for a transformational shift in advisor-client and advisor-asset manager conversations. By providing advisors with a comprehensive and interactive presentation tool, OMNI aims to elevate the value proposition of advisors and create an impeccable digital experience for clients.
[Source: Cision PR Newswire]
He believes the introduction of OMNI would further strengthen the bond between advisors and their clients, ultimately improving their financial outcomes. He emphasized that this release marked a significant milestone in CapIntel's vision to reshape the financial industry and assist advisors in their digital transformation endeavors.
The CapIntel platform is centered around creating contemporary, easily accessible, trustworthy, enlightening, and personalized financial presentations. These presentations serve a dual purpose - enabling advisors to demonstrate the significance of human relationships and expertise while enhancing their comprehension of financial objectives and their attainability for retail investors. The forthcoming launch of OMNI represents an occasion for North American advisors to encounter this pioneering platform's capabilities and possibilities directly.
About CapIntel
CapIntel enhances the overall experience of wealth management professionals and investors through its user-friendly, web-based applications. At the core of the company's mission is elevating personal finance, with a significant focus on nurturing wealth growth through strategic investments while fostering meaningful dialogues between advisors and their clients. CapIntel's platform empowers financial experts to provide transparent, data-driven, and personalized information to their clients, enabling them to gain a deeper understanding of their investment portfolios and find reassurance in the security of their financial futures.