A robust investment comparison and proposal generation platform built for leading wealth management enterprises.
Toronto, Ontario
CapIntel is an investment comparison and proposal platform that turns complex data into clear, client-ready presentations. We bring in-depth analytics, risk alignment, and proposal templates into a simple workflow, helping enterprises standardize sales enablement and produce polished proposals. Advisors work faster and smarter, while clients get the clarity they deserve to invest with confidence. Join us as we elevate finance to build wealth for all.
Hybrid · Halifax
The Executive Assistant will manage the CEO's calendar, communications, and travel arrangements while providing both professional and personal support. They will act as a primary point of contact and ensure the CEO's priorities are proactively managed and organized.
On-site
CapIntel is a software platform built for wealth management enterprises to help financial advisors explain complex investment strategies to their clients. Advisors at some of the biggest banks across North America are winning trust by using CapIntel to easily compare investments and create compelling, educational presentations. Ultimately, we're focused on investors getting better service, understanding their investments, and feeling at ease knowing their future is secure. Since launching in 2019, CapIntel has seen rapid adoption and industry recognition, earning top placements in Deloitte’s…