Title: Enhancing Business Efficiency. Driving Financial Confidence. Elevating Your Client Experience

Host: David Nicholson, VP, Business Development, IPC Portfolio Services  
Panelist: James Rockwood, CEO, CapIntel

Description: Join Dave Nicholson and James Rockwood, as they discuss how CapIntel can transform your advisory process, elevate your client experience, and ease the burden of KYP obligations. CapIntel’s advanced technology enables advisors to: 

• Seamlessly research, analyze, and compare the universe of investment solutions. 
• Build smarter customized portfolios. 
• Produce impressive investment proposals and review reports. 
• Efficiently satisfy KYP and suitability obligations. 

Fully integrated with your back-office system, CapIntel combines powerful analytics with client data to create personalized investment recommendations and reviews quickly and easily. 

From researching and building custom portfolios to producing impressive proposals, learn how CapIntel’s comprehensive platform will help you make better recommendations, boost your clients’ financial confidence, and ultimately support you in growing your business. 

Date: Monday, September 16, 2024

Time: 1:00 PM to 2:00 PM