CapIntel partners with NEI Investments to use its FinTech solutions

By Edlyn Cardoza

CapIntel, a financial technology company that improves the day-to-day workflow, efficiency and fund analysis of 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 use CapIntel’s intuitive FinTech solutions to streamline sales operations and improve the use of fund data. By leveraging CapIntel’s proprietary technology, NEI’s wholesalers will experience increased efficiency in their day-to-day tasks, including building portfolio comparisons faster and easier by creating sales materials to assist advisors in their client conversations.

“Canadians today are increasingly demanding more information and greater transparency about how they invest their hard-earned money,” says Tim Prescott, SVP and Head of Asset Management at Aviso Wealth. “Partnering with CapIntel will give NEI 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 customer expectations. The benefits of this partnership will continue to be realized as CapIntel evolves its platform to meet the changing needs of wholesalers and investment advisors as they redefine the standard for outstanding customer experiences.

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