TORONTO–(BUSINESS WIRE)–CapIntel, a number one monetary expertise firm that improves the day-to-day workflow, effectivity and fund evaluation for monetary providers wholesalers and funding advisors, as we speak introduced a brand new partnership with NEI Investments (NEI), a wholly-owned subsidiary of one in all Canada’s largest unbiased wealth administration companies, Aviso Wealth Inc.

By this partnership, NEI will make use of CapIntel’s intuitive FinTech options to streamline gross sales operations and improve using fund information. By leveraging CapIntel’s proprietary expertise, NEI’s wholesalers will expertise added effectivity of their on a regular basis duties, together with the power to construct portfolio comparisons extra shortly, and simply craft best-in-class gross sales supplies to help advisors of their shopper conversations.

“Canadians as we speak are more and more demanding extra data and better transparency round how they make investments their hard-earned cash,” says Tim Prescott, SVP and Head of Asset Administration at Aviso Wealth. “Partnering with CapIntel will present NEI with entry to classy portfolio evaluation and comparability instruments that may allow advisors and their purchasers to speculate with the very best diploma of confidence.”

“The present market has highlighted the necessity by Canadian traders to have entry to advisors who take the time to know their objectives, present sound and customized monetary recommendation, and add readability and context to these suggestions,” stated James Rockwood, CEO of CapIntel. “We’re thrilled that our platform will help the groups at NEI to proceed doing simply that, whereas bettering the wholesaler, advisor and shopper expertise.”

CapIntel’s platform will seamlessly combine with NEI’s present expertise, taking the corporate’s gross sales enablement capabilities to a brand new stage in response to advisor calls for and shopper expectations. The advantages of this partnership will proceed to be realized as CapIntel evolves its platform to fulfill the altering wants of wholesalers and funding advisors as they redefine the usual for excellent shopper experiences.

About CapIntel

CapIntel is a Toronto-based monetary expertise firm main the best way in growing intuitive, web-based functions for monetary professionals. CapIntel is on a mission to raise private finance, and a big a part of this implies rising wealth by means of investments. CapIntel’s platform helps monetary advisors present higher service to their purchasers to allow them to get a greater understanding of their investments and really feel relaxed understanding their future is secured. With over 10,000 advisors and three of the 5 Massive Banks in Canada on their platform, CapIntel is reworking the advisor-client expertise.

About NEI Investments

NEI Investments is a Canadian asset supervisor specializing in accountable investing, with over C$11 billion beneath administration. With over 30 years of agency expertise, NEI is dedicated to offering Canadian traders with a broad vary of accountable funding options. The corporate delivers disciplined, energetic asset administration with a give attention to environmental, social, and governance (ESG) elements. NEI Investments additionally manages and operates a proprietary energetic possession program, and has been a signatory of the United Nations’ Ideas for Accountable Funding for greater than 15 years. NEI Investments is a wholly-owned subsidiary of Aviso Wealth.

About Aviso Wealth

Aviso Wealth is one in all Canada’s largest unbiased wealth administration companies. We’re a number one wealth providers provider for the Canadian monetary trade, serving to a whole lot of institutional and retail organizations achieve a aggressive edge. By connecting to our versatile centre of built-in services and products, our companions are empowered to supply higher wealth administration to their purchasers. Our complete providing consists of funding seller and insurance coverage providers supporting 1000’s of monetary advisors throughout Canada. Our asset supervisor, NEI Investments, is a specialist in accountable funding funds and portfolios. Our award-winning on-line brokerage, Qtrade Direct Investing™, permits self-directed traders to construct their wealth with confidence. And Aviso Correspondent Companions supplies custodial and carrying dealer providers to portfolio managers, funding sellers, insurance coverage and belief firms, and introducing brokers.