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Wealth administration engineering enables wealth companies to deliver enhanced expert services leading to outsized expansion. In recognizing the value of CapIntel’s refined platform, CI Worldwide Asset Management continues to retain a pulse on leading FinTech.
TORONTO — CapIntel, a leading monetary engineering firm that enhances day-to-working day workflow performance and fund evaluation for monetary advisors, now introduced a new person settlement with CI International Asset Administration (“CI GAM”), just one of Canada’s premier investment management corporations. This romantic relationship demonstrates CI GAM’s determination to innovation and relentless effort to answer to the switching requirements and anticipations within just the wealth management marketplace.
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CI GAM gives a thorough selection of investment remedies, including mutual money, exchange-traded cash, segregated money, option investments, and companions with economical advisors to serve approximately 1.4 million buyers throughout Canada. CapIntel’s platform will boost the ability of CI GAM’s wholesalers to keep on to supply terrific solutions and exceptional company to advisors and their clientele.
“A key aspect of our system is to embed technological innovation into all the things we do, to boost the support and services we present to our advisor shoppers and to increase efficiency,” claimed Roy Ratnavel, Govt Vice-President and Head of Distribution for CI GAM. ”CapIntel’s resolution will allow our gross sales staff to present custom made, value-included support to advisors’ techniques via a streamlined, seamless course of action. It is especially valuable in encouraging advisors adapt to the new know-your-item necessities of the shopper-targeted reforms.”
With CapIntel’s proprietary technology, CI GAM’s wholesaler workforce will working experience enhanced efficiency accessing fund comparison and investigation applications to put together customized proposals and present obvious recommendations to latest and possible consumers.
“Since first meeting in 2019, we have admired CI GAM’s ongoing push to make improvements to and their management in utilizing know-how to progress their product sales and advertising and marketing procedures,” reported James Rockwood, CEO of CapIntel. “As CI GAM is a person of Canada’s leading expenditure administration companies, this agreement is a milestone instant for CapIntel, not to mention an exceptional illustration of the great importance of very long-phrase interactions with our industry friends.”
CI World Asset Management joins CapIntel’s spectacular roster of North American prosperity-tech firms, this kind of as IG Prosperity Administration, Canada Life, Equitable Lifestyle and Gryphin Benefit, demonstrating the developing require for the prosperity administration business to seek out out and embrace electronic options.
CapIntel is a Toronto-based economical technologies firm major the way in establishing intuitive, net-based mostly programs for monetary professionals. CapIntel is on a mission to elevate particular finance, and a substantial element of this means developing prosperity through investments. CapIntel’s system assists financial advisors supply improved support to their customers so they can get a much better knowing of their investments and really feel at ease being aware of their potential is secured. With around 10,000 advisors and 3 of the 5 Major Banking institutions in Canada on their platform, CapIntel is transforming the advisor-shopper working experience.
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About CI World Asset Management
CI World wide Asset Administration is one particular of Canada’s most significant investment decision management companies. It gives a extensive vary of financial investment products and providers and is on the Web at www.ci.com. CI International Asset Administration is a subsidiary of CI Money Corp. (TSX: CIX, NYSE: CIXX), an integrated world wide asset and wealth administration organization with somewhere around $369.8 billion in assets as of March 31, 2022.
This document includes forward-seeking statements concerning anticipated foreseeable future gatherings, success, instances, general performance or anticipations with regard to CI Fiscal Corp. (“CI”) and its products and companies, such as its organization functions, approach and economic functionality and issue. Ahead-seeking statements are ordinarily discovered by words this sort of as “believe”, “expect”, “foresee”, “forecast”, “anticipate”, “intend”, “estimate”, “goal”, “plan” and “project” and similar references to long run intervals, or conditional verbs these types of as “will”, “may”, “should”, “could” or “would”. These statements are not historical points but in its place symbolize administration beliefs pertaining to potential gatherings, a lot of of which by their character are inherently unsure and further than management’s handle. While management believes that the anticipations mirrored in these types of forward-hunting statements are dependent on realistic assumptions, this sort of statements involve challenges and uncertainties. The substance elements and assumptions applied in reaching the conclusions contained in these forward-looking statements incorporate that all introduced transactions will be concluded and that property ranges do not drop prior to completion, the investment fund industry will remain secure and that curiosity premiums will remain relatively steady. Things that could result in precise results to differ materially from expectations include things like, amongst other issues, basic financial and market problems, which includes desire and foreign trade premiums, global economic marketplaces, improvements in government rules or in tax laws, industry competitiveness, technological developments and other factors described or talked about in CI’s disclosure products submitted with applicable securities regulatory authorities from time to time. The foregoing checklist is not exhaustive and the reader is cautioned to look at these and other things very carefully and not to position undue reliance on forward-wanting statements. Other than as specifically required by relevant legislation, CI undertakes no obligation to update or alter any forward-on the lookout assertion right after the day on which it is produced, no matter if to mirror new information and facts, long run occasions or normally. CI Global Asset Administration is a registered small business name of CI Investments Inc.
For CapIntel: Katie Schiefer, 647-207-7797, [email protected]