CI Global Asset Management Advances Technology Toolkit with CapIntel

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Wealth administration technological know-how permits wealth companies to provide increased products and services primary to outsized advancement. In recognizing the benefit of CapIntel’s innovative platform, CI World wide Asset Administration carries on to preserve a pulse on main FinTech.

TORONTO, Could 16, 2022–(Organization WIRE)–CapIntel, a primary financial engineering corporation that enhances day-to-day workflow efficiency and fund examination for money advisors, today introduced a new person settlement with CI World wide Asset Administration (“CI GAM”), one particular of Canada’s most significant investment decision management firms. This romantic relationship demonstrates CI GAM’s determination to innovation and relentless hard work to answer to the transforming demands and expectations in just the wealth management industry.

CI GAM provides a thorough variety of financial investment remedies, which includes mutual money, trade-traded cash, segregated cash, different investments, and associates with financial advisors to provide approximately 1.4 million buyers across Canada. CapIntel’s system will enhance the capacity of CI GAM’s wholesalers to keep on to supply great possibilities and superior service to advisors and their shoppers.

“A critical component of our system is to embed technological innovation into almost everything we do, to enhance the aid and service we give to our advisor clientele and to enhance efficiency,” reported Roy Ratnavel, Government Vice-President and Head of Distribution for CI GAM. “CapIntel’s option makes it possible for our income group to give custom-made, worth-included assistance to advisors’ procedures through a streamlined, seamless system. It is specifically important in supporting advisors adapt to the new know-your-item specifications of the consumer-targeted reforms.”

With CapIntel’s proprietary know-how, CI GAM’s wholesaler workforce will knowledge enhanced efficiency accessing fund comparison and assessment instruments to prepare customized proposals and current obvious tips to present and prospective clients.

“Given that very first meeting in 2019, we have admired CI GAM’s ongoing push to increase and their leadership in employing engineering to progress their revenue and marketing and advertising processes,” explained James Rockwood, CEO of CapIntel. “As CI GAM is one particular of Canada’s main investment management providers, this arrangement is a milestone instant for CapIntel, not to mention an exceptional illustration of the importance of lengthy-term associations with our sector friends.”

CI Global Asset Management joins CapIntel’s impressive roster of North American prosperity-tech companies, these as IG Prosperity Administration, Canada Lifetime, Equitable Existence and Gryphin Advantage, demonstrating the rising will need for the prosperity management market to find out and embrace digital options.

About CapIntel

CapIntel is a Toronto-primarily based financial technology organization foremost the way in establishing intuitive, website-dependent applications for financial specialists. CapIntel is on a mission to elevate private finance, and a substantial aspect of this usually means growing prosperity through investments. CapIntel’s system aids monetary advisors give much better services to their customers so they can get a superior being familiar with of their investments and come to feel at simplicity understanding their foreseeable future is secured. With about 10,000 advisors and 3 of the 5 Massive Banks in Canada on their platform, CapIntel is transforming the advisor-customer practical experience.

About CI World-wide Asset Administration

CI World wide Asset Management is just one of Canada’s most significant financial investment administration organizations. It offers a wide assortment of expenditure solutions and products and services and is on the Internet at CI World Asset Management is a subsidiary of CI Economic Corp. (TSX: CIX, NYSE: CIXX), an built-in world wide asset and prosperity management business with about $369.8 billion in property as of March 31, 2022.

This doc incorporates forward-wanting statements regarding expected foreseeable future situations, final results, conditions, overall performance or anticipations with regard to CI Financial Corp. (“CI”) and its products and companies, together with its small business functions, technique and monetary performance and affliction. Forward-seeking statements are generally determined by terms these as “believe that”, “count on”, “foresee”, “forecast”, “foresee”, “intend”, “estimate”, “aim”, “prepare” and “challenge” and related references to foreseeable future durations, or conditional verbs these as “will”, “may”, “should really”, “could” or “would”. These statements are not historical information but as an alternative represent management beliefs regarding potential events, many of which by their mother nature are inherently unsure and beyond management’s regulate. Despite the fact that management thinks that the anticipations reflected in these forward-searching statements are based on affordable assumptions, this sort of statements involve dangers and uncertainties. The content aspects and assumptions applied in reaching the conclusions contained in these ahead-wanting statements include that all introduced transactions will be done and that belongings degrees do not decline prior to completion, the financial investment fund field will continue being steady and that curiosity premiums will continue to be fairly stable. Factors that could induce true outcomes to vary materially from expectations consist of, among the other matters, basic economic and market conditions, which include fascination and international exchange rates, international financial markets, adjustments in authorities laws or in tax legislation, business competition, technological developments and other factors explained or mentioned in CI’s disclosure resources submitted with applicable securities regulatory authorities from time to time. The foregoing list is not exhaustive and the reader is cautioned to think about these and other aspects meticulously and not to put undue reliance on forward-searching statements. Other than as particularly demanded by applicable law, CI undertakes no obligation to update or change any ahead-searching statement soon after the day on which it is made, regardless of whether to mirror new info, foreseeable future activities or otherwise. CI World wide Asset Management is a registered business enterprise name of CI Investments Inc.

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


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