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Wealth Solutions Report
CapIntel Launches Presentation Builder To Enhance Client ...
Platform Enables Interactive Proposals With Embedded Materials To Increase Client Personalization And Education, Improve Advisor-Client Interactions
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Wealth Professional
CapIntel advisors get AI boost from strategic partnership...
The partnership will add new capabilities to CapIntel's platform, used by thousands of advisors across North America
Read moreWealth Professional
How can wealth firms and tech providers weather regulator...
Pressure from CFRs and enhanced total cost reporting hold promise for better client and advisor experiences, say leaders
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Alternative Watch
An alternative proposal: The growing role of alternatives...
CapIntel’s Founder and CEO James Rockwood on the demand for alts in client proposals
Read moreWealth Professional
How wealthtech partnership has been a 'constant evolution'
Fintech provider and wealth firm leaders share how collaboration has improved client-advisor relationships
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AdvisorHub
Wealthtech Roundtable: Risky Business as Wealthtech Firms...
Wealthtech expert notes deprioritizing compliance akin to “pulling oxygen out of the room”
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CapIntel Launches SEC-Aligned Proposal Building Features ...
Fintech Provider CapIntel Launches Proposal Building Features For RIAs To Meet The SEC’s Marketing Rule With Audit Trail Automation And Other Comp...
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Wealthtech: Elevating the Art of Engagement With the Scie...
Rob Crnkovic, Co-Founder and CRO at CapIntel, shares his insights regarding the intersection of wealthtech and organic growth.
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B2B News Network
How holistic wealth management can help financial advisor...
For advisors in 2023, achieving true financial success means embracing new and better ways to serve your clientele, like holistic wealth management...
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