December 5, 2023

Tricia Oak

Business & Finance Excellency

CI World-wide Asset Management Innovations Technology Toolkit with CapIntel

TORONTO–(Small business WIRE)–CapIntel, a top economical technologies firm that enhances working day-to-working day workflow effectiveness and fund assessment for financial advisors, nowadays declared a new user arrangement with CI Worldwide Asset Administration (“CI GAM”), one particular of Canada’s biggest investment decision management organizations. This romance demonstrates CI GAM’s commitment to innovation and relentless energy to respond to the changing desires and expectations in the wealth administration industry.

CI GAM delivers a complete range of expense remedies, together with mutual resources, trade-traded resources, segregated money, different investments, and companions with financial advisors to provide roughly 1.4 million traders throughout Canada. CapIntel’s system will improve the potential of CI GAM’s wholesalers to proceed to provide great options and remarkable services to advisors and their shoppers.

“A essential element of our technique is to embed technologies into almost everything we do, to improve the help and provider we supply to our advisor consumers and to maximize efficiency,” explained Roy Ratnavel, Executive Vice-President and Head of Distribution for CI GAM. ”CapIntel’s answer makes it possible for our revenue staff to offer custom made, benefit-extra assist to advisors’ techniques via a streamlined, seamless course of action. It’s specially important in helping advisors adapt to the new know-your-merchandise requirements of the client-focused reforms.”

With CapIntel’s proprietary know-how, CI GAM’s wholesaler crew will experience improved efficiency accessing fund comparison and assessment equipment to prepare personalised proposals and existing clear tips to present and future clients.

“Since initially meeting in 2019, we have admired CI GAM’s steady travel to increase and their leadership in utilizing engineering to advance their sales and marketing procedures,” mentioned James Rockwood, CEO of CapIntel. “As CI GAM is a single of Canada’s primary expenditure administration firms, this agreement is a milestone moment for CapIntel, not to point out an excellent illustration of the importance of very long-phrase relationships with our market friends.”

CI Worldwide Asset Management joins CapIntel’s spectacular roster of North American prosperity-tech firms, this kind of as IG Prosperity Management, Canada Lifestyle, Equitable Daily life and Gryphin Benefit, demonstrating the expanding need for the wealth administration business to look for out and embrace digital answers.

About CapIntel

CapIntel is a Toronto-centered money technology corporation major the way in developing intuitive, website-centered purposes for economical experts. CapIntel is on a mission to elevate particular finance, and a important aspect of this suggests growing wealth by means of investments. CapIntel’s system aids financial advisors supply far better provider to their clients so they can get a much better understanding of their investments and feel at relieve recognizing their upcoming is secured. With in excess of 10,000 advisors and 3 of the 5 Major Banking institutions in Canada on their system, CapIntel is reworking the advisor-customer practical experience.

About CI Worldwide Asset Administration

CI International Asset Administration is just one of Canada’s largest expenditure administration businesses. It presents a extensive variety of expenditure goods and solutions and is on the Net at CI Worldwide Asset Administration is a subsidiary of CI Fiscal Corp. (TSX: CIX, NYSE: CIXX), an integrated world asset and wealth administration enterprise with approximately $369.8 billion in property as of March 31, 2022.

This document consists of forward-seeking statements regarding predicted long run occasions, results, conditions, functionality or anticipations with respect to CI Monetary Corp. (“CI”) and its goods and services, like its organization operations, strategy and economical efficiency and affliction. Ahead-wanting statements are commonly identified by terms these types of as “believe”, “expect”, “foresee”, “forecast”, “anticipate”, “intend”, “estimate”, “goal”, “plan” and “project” and equivalent references to foreseeable future periods, or conditional verbs this sort of as “will”, “may”, “should”, “could” or “would”. These statements are not historic specifics but instead signify administration beliefs relating to potential situations, many of which by their mother nature are inherently uncertain and past management’s command. Even though administration believes that the anticipations mirrored in this sort of ahead-seeking statements are based mostly on acceptable assumptions, these types of statements entail dangers and uncertainties. The content elements and assumptions used in achieving the conclusions contained in these ahead-seeking statements contain that all declared transactions will be completed and that belongings levels do not drop prior to completion, the expense fund business will continue being stable and that fascination charges will stay rather stable. Components that could cause precise final results to differ materially from anticipations consist of, among the other points, normal financial and market disorders, which includes desire and overseas exchange premiums, world-wide money markets, alterations in federal government regulations or in tax regulations, business competitiveness, technological developments and other aspects described or reviewed in CI’s disclosure components filed with applicable securities regulatory authorities from time to time. The foregoing checklist is not exhaustive and the reader is cautioned to consider these and other things thoroughly and not to spot undue reliance on forward-searching statements. Other than as exclusively demanded by applicable legislation, CI undertakes no obligation to update or alter any forward-looking assertion immediately after the day on which it is made, whether or not to mirror new details, long term situations or usually. CI World-wide Asset Management is a registered small business title of CI Investments Inc.