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CapIntel

@capintel

CapIntel is an investment sales platform for financial advisors. Sign up for free and grow your practice with us today!

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linkhttp://www.capintel.com calendar_today22-09-2017 19:46:10

131 Tweet

81 Followers

89 Following

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Introducing the #FrontierofFinance podcast, an original podcast by CapIntel. On our first episode, we welcome Aaron White, VP of Sustainable Investments at @CIBCAMNEWS to speak with us about ESG investing. Listen here 🎧: link.chtbl.com/frontieroffina…

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We're back with another episode of the #FrontierofFinance. We're joined by Jonathan Needham, VP of ETF Distribution at TD Asset Management to talk about what's driving healthcare investing today (it might just surprise you!). Listen here 🎧: link.chtbl.com/frontieroffina…

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Did you hear? We've got a brand new look on our website. Check out new pages for Features, Use Cases, and more ➡️ capintel.com

Did you hear? We've got a brand new look on our website. Check out new pages for Features, Use Cases, and more ➡️ capintel.com
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Thrilled to announce we have partnered with one of Canada's largest wealth and asset management companies, IG Wealth Management, to support +3,000 advisors across Canada. Read more about the partnership via Meagan Simpson's coverage on BetaKit: betakit.com/capintel-signs…

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CapIntel has officially been recognized as a 5-Star #WealthTech Provider by Wealth Professional Canada. We're thrilled to be listed alongside this group of excellent companies. View the entire list here: bit.ly/3CrxYEM

CapIntel has officially been recognized as a 5-Star #WealthTech Provider by <a href="/WealthProCA/">Wealth Professional Canada</a>.  We're thrilled to be listed alongside this group of excellent companies.

View the entire list here: bit.ly/3CrxYEM
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New Episode of the #FrontierOfFinance 🚨. Hear about long-term strategies to defend against extreme market swings with our guest from Canada Life, Ian Filderman. Listen here 🎧: link.chtbl.com/frontieroffina…

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We are thrilled to announce our new strategic relationship with Canada Life, helping thousands of financial advisors from coast to coast better meet their client’s financial goals. Read more about the partnership via Wealth Professional Canada: bit.ly/3mY2Mri

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We are pleased to announce our new partnership with Equitable. We’re proud to partner with Equitable Life to enhance the digital experience for their Wholesalers, Financial Advisors, and Clients. Read more about the partnership: bit.ly/3GZjFJA

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We've been recognized as a 2022 Wealth Professional Awards finalist for WealthTech Service Provider of the Year by Wealth Professional Canada! We're so proud to be listed alongside some of the top names in wealth management, including our fantastic partners. Congrats to all! #WPAwardsCA

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We welcome back BMO Global Asset Management to the #FrontierOfFinance. The data boom is here! Tune in to hear about a fascinating new solution that places a spotlight on the infrastructure supporting this data explosion. 🎧Listen here: link.chtbl.com/23DpaKBV

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For the first time, we had Wealthsimple's Ben Reeves on the #FrontierOfFinance. Tune in to hear about the new Wealthsimple Venture Fund I and how it's allowing all Canadians access to top-tier venture capital. link.chtbl.com/LQwNRlUA

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"We’ve worked with a number of credit unions over the past few years and are familiar with NEI’s product lineup. It felt like a natural progression for us,” CapIntel CEO James Rockwood told Wealth Professional. hubs.ly/Q01lbF5V0

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Congratulations to this year's #CIXTop10 companies, chosen from hundreds of applications by a selection committee of 140 investors! Register for #CIX2022 to meet them in person Nov 1-2. accesswire.com/viewarticle.as…

Congratulations to this year's #CIXTop10 companies, chosen from hundreds of applications by a selection committee of 140 investors! 

Register for #CIX2022 to meet them in person Nov 1-2.
 
accesswire.com/viewarticle.as…
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We are thrilled to be selected as a #CIXTop10 Growth company. Thank you, CIXCommunity, for recognizing our innovation and promise in the North American tech space. Congratulations to all of the #CIX2022 inductees! lnkd.in/gMsbNkEg See us at the CIX Summit on Nov 1-2!

We are thrilled to be selected as a #CIXTop10 Growth company. Thank you, <a href="/CIXCommunity/">CIXCommunity</a>, for recognizing our innovation and promise in the North American tech space. 

Congratulations to all of the #CIX2022 inductees! lnkd.in/gMsbNkEg

See us at the CIX Summit on Nov 1-2!
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The future of #wealthmanagement is looking bright in Huntington Beach☀️. James Rockwood and Rob Crnkovic are representing CapIntel at the @FutureProofAC, accelerating our U.S. presence & connections with industry leaders. Thank you, #FutureProofAC, for hosting such a great event!

The future of #wealthmanagement is looking bright in Huntington Beach☀️. James Rockwood and Rob Crnkovic are representing CapIntel at the @FutureProofAC, accelerating our U.S. presence &amp; connections with industry leaders. Thank you, #FutureProofAC, for hosting such a great event!