Wealth management has increasingly evolved into a relationship-focused industry. As financial information became accessible through the internet, news, and social media, the role of a financial advisor shifted from picking stocks to offering true guidance on the journey to financial literacy and confident financial decision-making.
CapIntel, a leading financial technology company that improves fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and investment advisors, today announced a year marked by exceptional innovation, collaboration and recognition. With over 12,000 financial advisors and nearly 1,000 wholesalers onboard, managing assets worth $2 trillion, CapIntel remains steadfast in its commitment to revolutionizing the digital experience of advisors, investors and other stakeholders in wealth management.
Spinzo, a leading provider of customized ticket sales solutions for sports teams, venues, and events, has made a major donation to Shriners Children’s, an organization committed to improving the lives of children every day by providing world-class pediatric specialty care, regardless of the families’ ability to pay.
dott. a strategic business consulting and services practice driven to elevate people, process, and profits through “diversity of thought,” announced the launch of an industry-wide study in partnership with MESH/diversity called “Driving Inclusion: Understanding DEI Practices in the Automotive Aftermarket.”
Duncan McSporran, founder and COO, Kognitiv Spark looks at how mixed reality technology closes some of the critical knowledge gaps in aerospace manufacturing.
Last month, CapIntel revealed its newest module to enable more comprehensive and effective advice to their clients. It aims to do that by solving one of the great dilemmas for advisors today: how to have a responsible-investing conversation.
The Leaf Evaluated-Nutrient System (LENS) from Picketa is the first step in the company’s quest to solve nutrient management problems for potato growers through the increasing supply chain and climate challenges.
BY NATE BEK on July 18, 2022 at 3:35 pm Share 8 Tweet Share Reddit EmailSign up for GeekWire newsletters
Phaidra, a startup building artificial intelligence tools for industrial customers ranging from vaccine manufacturers to paper mills, raised $25 million.
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