June 7, 2023


Moving Forward

CapIntel and LP Financial Planning Services Ltd. Join Forces to Enhance Advisor Offering to Clients

CapIntel supplies LP Money Arranging Expert services access to potent proposal generator to differentiate on their own when supplying suggestions to customers.

TORONTO, April 18, 2023–(Enterprise WIRE)–CapIntel, a main monetary know-how firm that enhances working day-to-day workflow effectiveness and fund analysis for financial advisors and LP Money Setting up Expert services Ltd (LP Financial), a mutual fund vendor, declared these days a strategic partnership to leverage CapIntel’s intuitive engineering to help advisors guideline much more facts-pushed conversations with their clients.

With the raising complexity of the economic markets, it has turn into more essential than ever for advisors to be able to build have confidence in with their clientele. This new partnership will aid advisors provide custom made proposals that ensure their shoppers comprehend and are confident in their suggestions. CapIntel’s impressive electronic expertise will aid LP Economic constantly boost their presenting for advisors, aiding them initiate superior conversations with their clients, provide additional personalised and tailored communications, and build more frequent contact details.

“We are dedicated to furnishing advisors with the tools they need to create wealth for purchasers.” explained Curtis Jenkins, President of LP Economic Planning Products and services Ltd. “CapIntel gives advisors with access to a exclusive sales enablement tool that seamlessly integrates compliance needs into the method. The system simplifies the method, encouraging generate supplemental capability when concurrently elevating the supplying for customers. We are thrilled to be partnering with these types of a focused workforce that is fully commited to aiding monetary advisors throughout Canada.”

CapIntel’s top system also options a variety of other resources and means that will aid advisors to better serve their shoppers. This incorporates entry to instructional resources and schooling means, as properly as equipment for handling consumer relationships and communicating smarter, and a lot more useful, expenditure alternatives.

“We are delighted to be partnering with LP Money to supply fiscal advisors with the resources they need to make extended long lasting associations with their clients,” mentioned James Rockwood, Founder and CEO of CapIntel. “By working with our system, advisors will be able to guideline their clients with personalized, information-driven tips that is tailored to their particular requirements and ambitions.”

About CapIntel

CapIntel is a Canadian-founded B2B fintech enterprise, serving fiscal establishments across North America. Its intuitive, world-wide-web-centered programs are improving upon the overall expertise for wealth professionals and traders alike. The company’s mission is to elevate own finance and a substantial part of this suggests growing prosperity by means of investments whilst developing significant conversations between advisors and their consumers. Its platform helps money gurus deliver clear, information-pushed, and personalised information to their clientele so they can get a much better knowledge of their investments and experience at relieve being aware of their upcoming is secured. With above 12,000 advisors and 800 wholesalers throughout North The united states on their system, CapIntel is transforming the advisor-consumer expertise. See www.capintel.com for more information.

About LP Economic Scheduling Services Ltd.

LP Economical is a mutual fund vendor committed to supporting purchasers reach their very long-time period plans. With far more than a few many years working experience supporting advisors, LP Fiscal integrates industry-top procedures and techniques to make certain that every single and each advisor has the applications they will need to most effective serve clients. LP Economic delivers tailored solutions and 1-on-1 support. With a lot more than $2.9 Billion* in client property, LP Fiscal supplies advisors the selection concerning a robust open up merchandise shelf or a partnership with Worth Partners Non-public Wealth and Value Associates Investments. They also supply obtain to Worth Companions Investment Counsel. To discover extra, take a look at www.lpfinancial.ca.

Look at resource model on businesswire.com: https://www.businesswire.com/information/house/20230418005105/en/


Stephanie Yeoh
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Anna Smith
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