Mackenzie Investments onboards CapIntel’s new connector offering, a first-to-market fintech tool for wholesalers and financial advisors
Investing in innovative technologies, such as CapIntel, is part of Mackenzie Investments’ strategic focus on improving client experience and advisor productivity.
TORONTO, January 5, 2023–(BUSINESS WIRE)–CapIntel, a wealth management technology company, today announced a strategic partnership with Mackenzie Investments (“Mackenzie”), one of Canada’s premier investment management firms, to leverage CapIntel’s new Link offering.
CapIntel Link will give Mackenzie access to meaningful data insights that reflect what their network of financial advisors research and analyze. This in turn will help drive more informed conversations between advisors and Mackenzie’s wholesalers and build on the company’s strategy to identify leading technologies and services that help financial advisors deliver superior client outcomes.
“We are thrilled to be working with CapIntel and to have the opportunity, through the rollout of CapIntel Link, to continue to deliver on our commitment to leveraging digital tools and analytics to deliver world-class advisory and client-facing services,” said Luke Gould, President and CEO, Mackenzie Investments.
CapIntel Link’s current suite of features enables users to compare, analyze and present financial information to best support client needs. Now, with CapIntel Link, asset managers like Mackenzie can use investment data and models to create compelling proposition presentations for their clients from an authenticated environment.
As the first adopters of this newly launched product, CapIntel Link will give Mackenzie’s asset managers the ability to provide non-captive financial advisors with access to their financial models and data. With Link, this unique group of advisors will be better equipped to create Mackenzie-branded client propositions that drive greater client experiences and conversations, while improving data insights for Mackenzie.
“We are responding to growing industry-wide demand for technology that equips wholesalers and advisors to foster greater transparency with customers while optimizing their time,” said James Rockwood, CEO and founder of CapIntel. “We are excited to partner with Mackenzie Investments and deliver an innovative new way to strengthen the wholesaler-advisor relationship within a single ecosystem, which will undoubtedly support an improved experience all the way down to the retail investor.”
In October 2021, CapIntel announced a strategic partnership with IG Wealth Management. Both Mackenzie Investments and IG Wealth Management are part of the IGM Financial family of companies, a leading wealth and asset management company supporting financial advisors and the clients they serve in Canada, and institutional investors throughout North America, Europe and Asia.
About CapIntel
CapIntel is a Toronto-based financial technology company that leads the way in developing intuitive, web-based applications for financial professionals. CapIntel is on a mission to elevate personal finance, and a significant part of that means increasing wealth through investments. CapIntel’s platform helps financial advisors better serve their clients, so they can better understand their investments and feel secure knowing their future is secured. With over 12,000 advisors and 3 of the Big 5 banks in Canada on their platform, CapIntel is transforming the advisor-client experience.
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