CapIntel partners with NEI Investments to employ its FinTech solutions

By Edlyn Cardoza

CapIntel, a financial technology company that improves the day-to-day workflow, efficiency and fund analysis for financial services wholesalers and investment advisors, 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 employ CapIntel’s intuitive FinTech solutions to streamline sales operations and enhance the use of fund data. By leveraging CapIntel’s proprietary technology, NEI’s wholesalers will experience added efficiency in their everyday tasks, including building portfolio comparisons more quickly and easily crafting sales materials to assist advisors in their client conversations.

“Canadians today are increasingly demanding more information and greater transparency around how they invest their hard-earned money,” says Tim Prescott, SVP and Head of Asset Management 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.”

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 be realised as CapIntel evolves its platform to meet the changing needs of wholesalers and investment advisors as they redefine the standard for outstanding client experiences.

“The current market has highlighted the need by Canadian investors to have access to advisors who take the time to understand their goals, provide sound and personalised financial advice, and add clarity and context to those recommendations,” said James Rockwood, CEO of CapIntel. “We’re thrilled that our platform will support the teams at NEI to continue doing just that, while improving the wholesaler, advisor and client experience.”