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 ...

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

Exclusive event dedicated to technology and innovation in wealth management brings together wholesalers and advisors for collaboration and learning in a digital-first environment Through a keynote ...