CapIntel and IG Wealth Management renew partnership to enhance financial advisory services

CEO notes mutual "commitment to innovation and advisor success"

CapIntel and IG Wealth Management renew partnership to enhance financial advisory services
The extended partnership signifies mutual commitment to enhance client and advisor experience in financial planning

Fintech provider CapIntel has announced in a statement that it has extended its partnership with IG Wealth Management for an additional five years as part of a greater goal to enhance financial advisory services across Canada. This renewal builds on a collaboration that began in 2021, signifying a mutual commitment to enhance the client and advisor experience in financial planning.

Over the past two years, more than 3,000 IG professionals have integrated CapIntel’s technology into their daily operations and reportedly have streamlined their compliance procedures. The continued partnership promises to deepen these efficiencies using innovative tools designed to foster client engagement and simplify financial processes.

Damon Murchison, president and CEO of IG Wealth Management, highlighted the benefits of the collaboration. “We are committed to providing our advisors with the resources and tools they need to deliver outstanding value to our clients,” said Murchison. He emphasized that CapIntel’s platform aligns seamlessly with IG’s vision to enhance the capacity for advisors to engage in meaningful discussions with clients while adhering to compliance mandates.

The news release notes the renewed agreement also enhances technological integration, with improvements in workflow through Salesforce, which facilitate a smoother exchange of data and optimize overall advisor operations.

James Rockwood, founder and CEO of CapIntel, expressed enthusiasm about the ongoing partnership. “Their commitment to innovation and advisor success perfectly mirrors our own values,” Rockwood said. He expressed confidence in the partnership’s potential to elevate the advisory experience and empower clients to achieve greater financial success.

CapIntel, headquartered in North America, serves financial institutions with its intuitive web-based applications that improve interactions between wealth professionals and investors. The platform has been described to be designed to deliver transparent, data-driven financial insights to enhance client understanding and comfort regarding their investment choices.

IG Wealth Management, founded in 1926, provides personalized financial solutions in Canada. With a network of advisors nationwide and $128 billion in assets under advisement, the company is part of the larger IGM Financial Inc., which has about $252 billion in total assets under management and advisement.