CapIntel partners with wealth firm to integrate proposal tools into advisor platform

CapIntel Inc. and Richardson Wealth Limited have announced a partnership to integrate CapIntel's proposal generation platform into Richardson Wealth's advisor desktop system.  

The integration promises to provide Richardson Wealth's advisory teams with tools to create dynamic and customised client-facing proposals.  

According to the press release, CapIntel's platform is designed to assist advisors in presenting their value and investment philosophy through streamlined presentations. 

James Rockwood, founder and CEO of CapIntel, stated, “When we remove productivity barriers for Advisors, they get time back to focus on what matters the most – fostering strong client relationships, which allows them to grow their practices.”   

Last year, Wealth Professional spoke to Rockwood about the importance of technology in the advisor-client relationship. He believes that the technology an advisory firm invests in represents one of the most tangible aspects of their business in the eyes of a client.  

While a digital platform may seem intangible, Rockwood said it is often the only interface a client interacts with when managing their portfolio or financial plan. 

“Technology is the interface through which services are delivered,” Rockwood said. “How you explain financial advice, how you explain financial products, that's going to be facilitated or hindered by a tech stack.”  

He noted that some advisors struggle to communicate effectively because the tools available to them lack timely information. 

“Financial needs are evolving and new products are coming to market all the time,” he said. “But what it comes down to is how do you advance the investor’s experience, because that’s the thing that’s actually changing faster than any amount of product that could come to market.”