June 22, 2024

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CI Global Asset Management Advances Technology Toolkit with CapIntel

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Prosperity management technological know-how enables prosperity firms to deliver increased solutions leading to outsized advancement. In recognizing the benefit of CapIntel’s refined system, CI World Asset Administration carries on to maintain a pulse on foremost FinTech.

TORONTO, Might 16, 2022–(Small business WIRE)–CapIntel, a primary monetary technology organization that improves day-to-working day workflow efficiency and fund assessment for money advisors, today introduced a new user settlement with CI Global Asset Management (“CI GAM”), 1 of Canada’s greatest expenditure management businesses. This partnership demonstrates CI GAM’s commitment to innovation and relentless work to reply to the shifting desires and expectations in just the prosperity management industry.

CI GAM features a in depth variety of expenditure methods, including mutual resources, exchange-traded cash, segregated cash, different investments, and companions with economical advisors to provide close to 1.4 million investors across Canada. CapIntel’s system will enrich the potential of CI GAM’s wholesalers to proceed to deliver good alternatives and superior provider to advisors and their clients.

“A important aspect of our technique is to embed engineering into everything we do, to improve the support and support we give to our advisor shoppers and to enhance performance,” stated Roy Ratnavel, Executive Vice-President and Head of Distribution for CI GAM. “CapIntel’s answer lets our income team to provide personalized, price-included help to advisors’ practices through a streamlined, seamless procedure. It is primarily useful in encouraging advisors adapt to the new know-your-item necessities of the customer-concentrated reforms.”

With CapIntel’s proprietary technology, CI GAM’s wholesaler group will working experience improved effectiveness accessing fund comparison and examination resources to get ready personalized proposals and present very clear suggestions to recent and potential purchasers.

“Given that first assembly in 2019, we’ve admired CI GAM’s continual push to improve and their leadership in making use of technologies to progress their revenue and promoting procedures,” said James Rockwood, CEO of CapIntel. “As CI GAM is 1 of Canada’s primary investment decision management companies, this agreement is a milestone moment for CapIntel, not to mention an exceptional illustration of the significance of very long-time period relationships with our sector peers.”

CI World wide Asset Management joins CapIntel’s extraordinary roster of North American wealth-tech corporations, these as IG Prosperity Management, Canada Existence, Equitable Existence and Gryphin Edge, demonstrating the escalating need for the prosperity administration business to seek out out and embrace digital remedies.

About CapIntel

CapIntel is a Toronto-based mostly monetary technologies company major the way in producing intuitive, web-centered purposes for economical experts. CapIntel is on a mission to elevate particular finance, and a sizeable part of this suggests increasing prosperity through investments. CapIntel’s platform can help money advisors present improved service to their customers so they can get a superior comprehension of their investments and experience at ease knowing their long run is secured. With more than 10,000 advisors and 3 of the 5 Significant Banks in Canada on their platform, CapIntel is reworking the advisor-client working experience.

About CI World wide Asset Administration

CI World wide Asset Management is a person of Canada’s most significant investment management corporations. It delivers a vast range of financial commitment items and solutions and is on the World-wide-web at www.ci.com. CI World wide Asset Management is a subsidiary of CI Fiscal Corp. (TSX: CIX, NYSE: CIXX), an built-in world asset and wealth administration enterprise with approximately $369.8 billion in property as of March 31, 2022.

This doc is made up of ahead-wanting statements concerning expected future occasions, benefits, circumstances, functionality or anticipations with regard to CI Fiscal Corp. (“CI”) and its items and services, which include its business enterprise operations, strategy and economical performance and situation. Forward-looking statements are ordinarily determined by words such as “think”, “anticipate”, “foresee”, “forecast”, “anticipate”, “intend”, “estimate”, “target”, “plan” and “job” and equivalent references to foreseeable future periods, or conditional verbs this sort of as “will”, “may possibly”, “really should”, “could” or “would”. These statements are not historic info but as a substitute depict administration beliefs relating to upcoming occasions, quite a few of which by their nature are inherently unsure and past management’s command. Despite the fact that administration thinks that the expectations mirrored in such forward-on the lookout statements are based on sensible assumptions, such statements contain pitfalls and uncertainties. The content aspects and assumptions used in achieving the conclusions contained in these forward-seeking statements include that all introduced transactions will be finished and that property amounts do not decline prior to completion, the expenditure fund market will continue being steady and that interest premiums will stay comparatively stable. Aspects that could result in real success to vary materially from anticipations include things like, among other items, normal financial and current market disorders, including fascination and foreign exchange fees, global economical markets, modifications in governing administration polices or in tax rules, industry level of competition, technological developments and other things explained or mentioned in CI’s disclosure supplies filed with relevant securities regulatory authorities from time to time. The foregoing record is not exhaustive and the reader is cautioned to look at these and other aspects carefully and not to spot undue reliance on ahead-searching statements. Other than as exclusively needed by relevant regulation, CI undertakes no obligation to update or alter any forward-wanting assertion just after the date on which it is made, whether or not to mirror new information, foreseeable future functions or if not. CI World Asset Administration is a registered organization identify of CI Investments Inc.

Watch resource variation on businesswire.com: https://www.businesswire.com/information/dwelling/20220516005550/en/


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

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