CapIntel Partners with Canadian Financial Services Leader Equitable Life to Enhance Experience for Financial Advisors and Customers
For more than 100 years Equitable Life has worked with advisors to support Canadians with their financial goals. As a mutual company, with no other competing interests, Equitable Life’s duty and priority rests only with clients.
CapIntel’s intuitive platform is helping Equitable Life meet this commitment by enabling wholesalers and financial advisors to build, analyze, and compare portfolios and deliver personalized recommendations.