Canada-based Aviso Wealth has entered into a strategic alliance with financial technology firm CapIntel to deliver new digital tools to credit union advisors across the country.

As part of the partnership, Aviso Wealth’s credit union partners in Canada will gain access to CapIntel’s technology.

Using the technology, the advisors will be able to offer improved services to their clients.

Advisors will also be able to use instant, analytics to help their clients with better investment decisions, the companies said.

They can compare various investment options as well as improve their knowhow regarding their financial goals and consequences, among others.

In addition, CapIntel’s intuitive solution will help the advisor workflow by digitising proposal and comparison-building activities.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

Aviso Wealth SVP and head of credit union wealth management Wanda Frisk said: “Providing our credit union partners with access to the latest digital innovations is critical to our continued efforts to improve the advisor and client experience.

“Capintel’s intuitive proposal technology will add efficiency to the advisor workflow, while driving meaningful engagement with members.”

Currently, Aviso Wealth, backed by Centrals, The Co-operators/CUMIS, and Desjardins, offers several wealth solutions to the Canadian financial industry.

CapIntel CEO James Rockwood said: “With Aviso’s expansive network of credit union partners, our goal is to help further enhance the modern advisory experience.

“CapIntel’s best-in-class technology will allow credit union advisors to work even more efficiently and deliver extraordinary value to their clients, ultimately enhancing the advisor-member relationship.”

In August this year, CapIntel announced that NEI Investments, subsidiary of Aviso Wealth, deployed its fintech solutions to consolidate sales activities.