RiskPro® is an investment risk profiling and portfolio construction software as a service platform developed by ProTools, LLC (“ProTools”). ProTools is a technology company headquartered in Newport Beach, CA. RiskPro is a risk analysis tool that provides information only and not intended to provide investment advice. For more information, visit www.riskproadvisor.comBellevue, WA – September 27, 2022 -- The Pacific Financial Group (TPFG), a wealth management innovator and leader in Self-Directed Brokerage Account Management (SDBA) announced a partnership with CapIntel, a leading Toronto-based financial technology company that improves fund analysis, proposal generation, and day-to-day workflow efficiency for financial advisors. CapIntel is a modern, intuitive platform that delivers instant, powerful analytics and easy-to-understand, highly visual and compelling reports.
CapIntel addresses the needs of financial advisors and asset managers by offering a flexible, customizable solution that prioritizes a personalized client experience. CapIntel is used by more than 10,000 advisors serving more than two million households, including three of the top five Big Banks in Canada.
This partnership further enhances TPFG’s technology stack and provides the firm with a fully customized performance reporting tool for its suite of model strategies. “Connecting with CapIntel is another step in our continuing commitment to digital transformation,” says TPFG President Matt Hamilton. “The combination of customized fund comparison visualization, personalized proposal development, and improved process efficiency are essential ingredients that better equip the financial advisors and end investors we serve.”
“Our partnership with The Pacific Financial Group not only demonstrates the value of our product, but points to a larger trend of North American financial firms seeking tools to help advisors thrive in a digital world,” said James Rockwood, Founder and CEO of CapIntel. “CapIntel is proud to lead this shift alongside The Pacific Financial Group, and I’m excited to witness a growing urgency towards the digitization of the industry.”
TPFG technology affiliate RiskPro® continues to provide enterprise level risk tolerance screening and surveillance for all PFG funds and model portfolios. RiskPro also provides compliance and surveillance capability that enables RIA and Broker-Dealer firms to quantify and monitor risk associated with Advisor as Portfolio Manager (APM) models and accounts, to create what the firm calls “Perpetual SuitabilityTM.
CapIntel is a Toronto-based financial technology company leading the way in developing intuitive, web-based applications for financial professionals. CapIntel is on a mission to elevate personal finance, and a significant part of this means growing wealth through investments. CapIntel's platform helps financial advisors provide better service to their clients so they can get a better understanding of their investments and feel at ease knowing their future is secured. With over 10,000 advisors and 3 of the 5 Big Banks in Canada on their platform, CapIntel is transforming the advisor-client experience. See www.capintel.com for more information.
Disclosure: The information provided herein is the opinion of The Pacific Financial Group (“TPFG”), a registered investment adviser, and may change without notice at the discretion of TPFG. TPFG makes no warranties as to the accuracy of the information or any representations made or implied at any time given. The information should not be construed or interpreted as an offer or solicitation to purchase or sell a financial instrument or service. The information is for informational purposes only and should not be relied on or deemed the provision of tax, legal, accounting, or investment advice. Past performance is not a guarantee of future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss. The Pacific Financial Group and CapIntel are not affiliated.
RiskPro® is an investment risk profiling and portfolio construction software as a service platform developed by ProTools, LLC (“ProTools”). ProTools is a technology company headquartered in Newport Beach, CA. RiskPro is a risk analysis tool that provides information only and not intended to provide investment advice. For more information, visit www.riskproadvisor.com