TORONTO--(BUSINESS WIRE)--CapIntel, a pioneer in financial technology solutions, announced today the successful rollout of new services with Canada Life, a leading insurance, wealth management and benefits provider. The relationship reinforces CapIntel’s commitment to delivering cutting-edge technology and seamless system-to-system integrations, with an interactive comparison and proposal tool that allows clients to better understand their investment portfolio.
“Working with CapIntel has been a positive and beneficial experience for our business,” said Blaine Shewchuk, Executive Vice-President, Individual Wealth, Canada Life. “CapIntel adapts their tools in response to feedback, resulting in a great user experience, while providing valuable and transparent know-your-product capabilities and portfolio insights for our advisors and clients.”
CapIntel has been working with Quadrus since 2021 and has recently started working with Investment Planning Counsel (IPC), which Canada Life acquired in November 2023. After a smooth rollout in fall 2024, IPC has experienced an adoption rate of 75% among its advisor network. Since 2021, the companies have used CapIntel tools to generate more than 107,000 client proposals.
“Through our work with Canada Life, we reaffirm our commitment to innovation and enhancing client-advisor experiences for individuals across North America,” said James Rockwood, founder and CEO of CapIntel. “Through advanced technology and collaborative solutions, we aim to empower advisors and meet clients wherever they are on their financial life journeys."
CapIntel’s next-generation technology that enhances client-advisor engagement has been key to this successful relationship. The two organizations will continue to engage in discussions on expanded functionality for even greater impact in the future.
For more information about how CapIntel’s platform equips advisors and wholesalers with more transparent information and smarter systems to elevate client service, please visit www.capintel.com.
About CapIntel
CapIntel is a B2B fintech company serving financial institutions across North America. Its intuitive, web-based applications are improving the overall experience for wealth professionals and investors alike. The company's mission is to elevate wealth management to build wealth for all and a significant part of this means growing wealth through investments while creating meaningful conversations between advisors and their clients. Its platform helps financial professionals deliver transparent, data-driven, and personalized information to their clients so they can better understand their investments and feel at ease knowing their future is secured. With over 20,000 advisors and wholesalers across North America on their platform, CapIntel is transforming the advisor-client experience. See www.capintel.com for more information and follow us on LinkedIn.
