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The information launch notes the renewed settlement additionally enhances technological integration, with enhancements in workflow by way of Salesforce, which facilitate a smoother change of knowledge and optimize general advisor operations.
James Rockwood, founder and CEO of CapIntel, expressed enthusiasm in regards to the ongoing partnership. “Their dedication to innovation and advisor success completely mirrors our personal values,” Rockwood stated. He expressed confidence within the partnership’s potential to raise the advisory expertise and empower shoppers to realize larger monetary success.
CapIntel, headquartered in North America, serves monetary establishments with its intuitive web-based functions that enhance interactions between wealth professionals and buyers. The platform has been described to be designed to ship clear, data-driven monetary insights to boost consumer understanding and luxury relating to their funding selections.
IG Wealth Administration, based in 1926, offers personalised monetary options in Canada. With a community of advisors nationwide and $128 billion in belongings underneath advisement, the corporate is a part of the bigger IGM Monetary Inc., which has about $252 billion in complete belongings underneath administration and advisement.
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