TORONTO--(BUSINESS WIRE)-- CapIntel, a leading proposal generation and client engagement platform, and FactSet, a global financial digital platform and enterprise solutions provider, have entered a ...

This month’s headlines showcase several firms that are taking action to deliver for the wealth management industry. Whether that’s listening to advisors and providing solutions or protecting clients ...

With help of US-based FinTech Collective, CapIntel aims to build on Canadian growth. CapIntel caters to three of Canada’s Big Five Banks and some of the country’s largest wealth and asset management ...

TORONTO, April 23, 2026--(BUSINESS WIRE)--CapIntel, a pioneer in financial technology solutions transforming how wealth professionals communicate investment insights, today announced the launch of its ...

Addresses rising client expectations, enables advisors to evaluate and communicate tax implications without leaving the proposal workflow CapIntel, a pioneer in financial technology solutions ...