CapIntel (a leading proposal generation and client engagement platform) and FactSet (a global financial digital platform and enterprise solutions provider) entered a strategic partnership to enhance the wealth management experience. Through the FactSet Workstation, advisors can now create and share CapIntel’s digital, compliant, and personalized proposals for a seamless workflow and user experience.
FactSet’s sophisticated analytics offerings – combined with CapIntel’s comprehensive and engaging investment presentations – will help drive meaningful conversations that build investor trust and satisfaction throughout all stages of the client lifecycle.
FactSet’s Workstation offers advisors with sophisticated data and analytics that empower clients to make informed investment decisions. Now, with CapIntel digital proposals available at the click of a button, creating personalized experiences for clients will be more accessible, transparent, and comprehensive.
As of today, CapIntel presentations will be available to advisors on the FactSet Workstation.
KEY QUOTES:
“We believe this combined offering creates a groundbreaking client-service and investment tech stack. Advisors will have a simple, seamless, and powerful way to analyze investments and speak to their clients about them. At the end of the day, it’s about articulating your value and making clients feel confident and heard. This partnership with FactSet reflects our commitment to constant innovation and making clients better understand their investments.”
-James Rockwood, Founder and CEO of CapIntel
“FactSet is committed to enhancing our technology capabilities to create efficiencies for advisors. CapIntel offers exceptional technology with a thoughtful visual design for proposal generation, a key area where our clients seek improvement to drive growth in their books of business. We are thrilled to combine FactSet’s trusted content and advisor solutions with CapIntel’s innovative workflows, enabling advisors to engage more effectively and dedicate more time to what truly matters—their clients.”
-Greg King, Senior Director, Head of Wealth Management at FactSet
