TORONTO–(BUSINESS WIRE)–CapIntel, a leading fintech company that improves day-to-day workflow, efficiency and fund analytics 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 use CapIntel’s intuitive FinTech solutions to streamline sales operations and improve the use of fund data. By leveraging CapIntel’s proprietary technology, NEI wholesalers will benefit from increased efficiency in their day-to-day tasks, including the ability to make portfolio comparisons faster and easily create premium sales materials for assist advisors in their conversations with clients.
“Today, Canadians are demanding more and more information and greater transparency about how they invest their hard-earned money,” said Tim Prescott, senior vice president and chief asset management officer at Aviso. wealth. “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.”
“The current market has highlighted the need for 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,” said James Rockwood, CEO of CapIntel. “We’re thrilled that our platform supports NEI’s teams to continue doing just that, while improving the experience for wholesalers, advisors and customers.”
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 materialize as CapIntel evolves its platform to meet the changing needs of wholesalers and investment advisors as they redefine the standard for exceptional customer experiences.
About Cap Intel
CapIntel is a Toronto-based fintech company leading the way in developing intuitive web applications for finance professionals. CapIntel is on a mission to elevate personal finances, and a significant part of that means growing wealth through investments. CapIntel’s platform helps financial advisors provide better service to their clients so they can better understand their investments and feel comfortable knowing their future is secure. With over 10,000 advisors and 3 of the Big 5 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 practice experience, NEI is committed to providing Canadian investors with a wide range of responsible investment solutions. The firm offers disciplined and active asset management, focusing on environmental, social and governance (ESG) factors. NEI Investments also manages and operates a proprietary active ownership program and has been a signatory to the United Nations Principles for Responsible Investment for over 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 are a leading provider of wealth management services to the Canadian financial industry, helping hundreds of institutional and retail organizations gain a competitive advantage. By connecting to our flexible center of integrated products and services, our partners are able to offer better wealth management to their clients. Our comprehensive offering includes investment brokerage 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™, empowers self-directed investors to build their wealth with confidence. And Aviso Correspondent Partners provides custody and brokerage services to portfolio managers, investment dealers, insurance and trust companies, and introducing brokers.