CapIntel, a leading financial technology company based in Toronto, has launched OMNI — a holistic, fully digital wealth management platform offering financial advisors a 360-degree view of their clients’ investments. The firm, which creates productivity-enhancing solutions for both financial services wholesalers and investment advisors, designed the platform to empower financial advisors and strengthen their client relationships. OMNI’s capabilities as an interactive and intuitive presentation builder are amplified by its embedded compliance and secure sharing protocols. The comprehensive platform serves as an innovative resource to streamline and inform financial conversations.
James Rockwood, CapIntel’s Founder and CEO, said, “With an ongoing commitment to advancing technology in the financial industry, OMNI sets the stage for a transformational shift in advisor-client and advisor-asset manager conversations. By providing advisors with a comprehensive and interactive presentation tool, OMNI aims to elevate the value proposition of advisors and create an impeccable digital experience for clients.”
OMNI’s capabilities are two-fold: its modern, accessible, informative, and tailored financial presentations allow advisors to reinforce the value of human relationships and advice, while retail investors gain a better understanding of their financial goals, and how to achieve them.
“As we launch OMNI, we are confident it will enhance the advisor-client relationship and drive better financial outcomes for our users,” continued Rockwood. “The release represents a significant milestone in CapIntel’s vision to revolutionize the financial industry and support advisors in their digital transformation journey. With a focus on modernizing the advisory process, OMNI provides a tech-forward, streamlined, and interactive platform that bridges the gap between advisors and their clients.”
CapIntel has also announced upcoming enhancements to the platform that are expected to include features prioritizing client education and omnichannel financial product referrals, the demand for which was discussed in a recent Alternatives Watch profile.