Wealth and Asset Management
CapIntel partners with wealth firm to integrate proposal tools into advisor platform
CapIntel 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…
Continue Reading
Subscribe to unlock the full article and access premium financial content.
Click here to read the full story: Wealth Professional