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CapIntel announces new relationship with Empire Life

By Leandra Monteiro

April 11, 2023

  • Asset Management
  • Canada
  • CapIntel
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CapIntel CapIntel, a financial technology company that supports wholesalers and improves the day-to-day workflow efficiency and fund analysis for financial advisors, announced a new relationship with Empire Life.

Empire Life will tap into CapIntel’s technology to enhance the value the sales teams bring to their advisor clients through improved fund comparison and analysis tools, and the ability to prepare personalized proposals.

For more than 50 years, Empire Life has managed investment solutions for Canadians with the goal of helping them build wealth, generate income, and achieve financial security. Through this new relationship, CapIntel will support Empire Life to advance this goal by providing access to sophisticated portfolio analysis and comparison tools that enables the Empire Life wholesaling teams and financial advisors to easily build custom proposals and compare portfolios to deliver clear recommendations.

“Access to CapIntel will help streamline conversations and enable our team of professionals to demonstrate the investment value of Empire Life segregated funds alongside the benefits provided by our segregated fund contracts’ said Rob Popazzi, Vice President, Retail Distribution, Empire Life.

“Now more than ever, financial wholesalers need innovative solutions that support quicker, more intelligent insights for their advisor clients,” said James Rockwood, Founder and CEO of CapIntel. “By introducing our platform to Empire Life’s team of sales professionals, we will build on their existing services with easy-to-gather data and custom proposals that will only further solidify them as a trusted partner to their advisor clients.”

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