Wealth Technology

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

Richardson Wealth integrates CapIntel system to assist advisors with client-facing proposals

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

Wealth Professional reveals Canada's leading Wealth Tech providers

Winners lay out how they are standing out as tech providers

Wealth Professional reveals Canada's leading Wealth Tech providers

StatCan releases latest inflation figures

Price of gasoline, decreased travel influence major changes over March

StatCan releases latest inflation figures

Wealthsimple acquires couples-focused US wealth management platform

Canadian firm buys platform less than a year after its public launch

Wealthsimple acquires couples-focused US wealth management platform

Advisor-friendly tech developments not limited to AI

All-in-one desktops, low-code products bolstering advisor capabilities says innovation director

Advisor-friendly tech developments not limited to AI

Envestnet, Interactive Brokers launch innovative investment solutions in Canada

Direct indexing and predictions market launches highlight focus on Canadian market

Envestnet, Interactive Brokers launch innovative investment solutions in Canada