April 17, 2024


Simply Consistent

CI Global Asset Management Advances Technology Toolkit with CapIntel

Wealth administration technology enables prosperity firms to present improved solutions primary to outsized development. In recognizing the price of CapIntel’s refined system, CI World wide Asset Administration proceeds to maintain a pulse on leading FinTech.

TORONTO, May possibly 16, 2022–(Organization WIRE)–CapIntel, a leading financial engineering firm that increases day-to-working day workflow performance and fund evaluation for economic advisors, today announced a new person arrangement with CI World-wide Asset Administration (“CI GAM”), one particular of Canada’s major financial commitment administration companies. This relationship demonstrates CI GAM’s commitment to innovation and relentless energy to reply to the switching requires and expectations inside of the prosperity administration sector.

CI GAM gives a complete collection of investment decision alternatives, together with mutual resources, trade-traded money, segregated resources, alternative investments, and companions with money advisors to serve roughly 1.4 million buyers across Canada. CapIntel’s system will enrich the means of CI GAM’s wholesalers to carry on to give terrific choices and outstanding services to advisors and their shoppers.

“A crucial component of our strategy is to embed technologies into everything we do, to enrich the help and services we deliver to our advisor clientele and to increase effectiveness,” said Roy Ratnavel, Executive Vice-President and Head of Distribution for CI GAM. “CapIntel’s answer allows our sales group to provide customized, value-added help to advisors’ practices through a streamlined, seamless procedure. It is specially important in assisting advisors adapt to the new know-your-products requirements of the consumer-targeted reforms.”

With CapIntel’s proprietary technology, CI GAM’s wholesaler team will experience enhanced effectiveness accessing fund comparison and assessment tools to get ready customized proposals and existing clear suggestions to existing and prospective consumers.

“Considering the fact that 1st conference in 2019, we’ve admired CI GAM’s continual push to increase and their leadership in applying engineering to progress their product sales and marketing and advertising processes,” mentioned James Rockwood, CEO of CapIntel. “As CI GAM is 1 of Canada’s leading expenditure administration businesses, this arrangement is a milestone minute for CapIntel, not to mention an exceptional illustration of the relevance of long-phrase interactions with our industry friends.”

CI Global Asset Management joins CapIntel’s remarkable roster of North American wealth-tech corporations, these kinds of as IG Prosperity Administration, Canada Daily life, Equitable Existence and Gryphin Edge, demonstrating the escalating require for the wealth management field to seek out out and embrace electronic options.

About CapIntel

CapIntel is a Toronto-primarily based economical know-how company main the way in building intuitive, internet-dependent apps for economical industry experts. CapIntel is on a mission to elevate particular finance, and a major part of this means expanding wealth by way of investments. CapIntel’s system can help monetary advisors offer greater provider to their consumers so they can get a better understanding of their investments and feel at relieve being aware of their foreseeable future is secured. With more than 10,000 advisors and 3 of the 5 Large Financial institutions in Canada on their platform, CapIntel is reworking the advisor-customer practical experience.

About CI Worldwide Asset Management

CI World-wide Asset Administration is one of Canada’s most significant investment administration businesses. It delivers a broad assortment of expense solutions and solutions and is on the Website at www.ci.com. CI World wide Asset Administration is a subsidiary of CI Economic Corp. (TSX: CIX, NYSE: CIXX), an integrated worldwide asset and prosperity management organization with around $369.8 billion in belongings as of March 31, 2022.

This document consists of forward-hunting statements concerning anticipated long run functions, final results, situation, performance or expectations with regard to CI Money Corp. (“CI”) and its items and products and services, which includes its company functions, method and money functionality and affliction. Ahead-looking statements are normally identified by words and phrases these kinds of as “imagine”, “anticipate”, “foresee”, “forecast”, “foresee”, “intend”, “estimate”, “goal”, “system” and “job” and equivalent references to upcoming durations, or conditional verbs such as “will”, “may”, “must”, “could” or “would”. These statements are not historic info but in its place signify administration beliefs with regards to long run events, many of which by their character are inherently unsure and further than management’s control. While management believes that the anticipations reflected in these ahead-searching statements are based on acceptable assumptions, these kinds of statements require threats and uncertainties. The product aspects and assumptions applied in achieving the conclusions contained in these forward-looking statements contain that all declared transactions will be completed and that property levels do not decline prior to completion, the financial commitment fund marketplace will continue to be secure and that curiosity charges will stay somewhat secure. Elements that could induce true success to vary materially from anticipations include, amid other points, standard economic and marketplace conditions, like curiosity and overseas exchange fees, global monetary markets, alterations in governing administration restrictions or in tax rules, market competitiveness, technological developments and other things explained or reviewed in CI’s disclosure supplies filed with relevant securities regulatory authorities from time to time. The foregoing record is not exhaustive and the reader is cautioned to contemplate these and other factors diligently and not to position undue reliance on forward-wanting statements. Other than as exclusively required by applicable regulation, CI undertakes no obligation to update or change any ahead-wanting assertion right after the day on which it is built, whether to mirror new data, upcoming gatherings or or else. CI World-wide Asset Administration is a registered organization title of CI Investments Inc.

See supply variation on businesswire.com: https://www.businesswire.com/information/house/20220516005550/en/


For CapIntel: Katie Schiefer, 647-207-7797, [email protected]