Alvin Cheung

Account Executive at CapIntel - , Ontario, Canada

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Remy E.

Software Developer

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Mariam Hammoud

Customer Care Specialist

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Laura Rees

Senior Manager Financial Planning Analysis

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CapIntel
Alvin Cheung's Company Details
CapIntel logo, CapIntel contact details

CapIntel

, Ontario, Canada • 1 - 10 Employees
Computer Software

At CapIntel, our mission is to elevate finance to build wealth for all. To achieve this, we are transforming the way investment services professionals work, so they are equipped to deliver better results for their clients. As a Financial Advisor, the decisions you make have a lasting impact on your clients and their ability to achieve their financial goals. You must be able to assess and compare investment options efficiently to ensure you're selecting the right portfolio to suit your client's asset allocation. Today, however, the tedious, largely manual processes in the sales cycle can hinder your acuteness to the market, changing regulations, and client goals. This means not being able to get the information you need; making it harder to analyze funds and potentially leading to missed financial goals for your clients.We've developed a product to change that. CapIntel is a modernized platform that bridges sales process gaps and stamps out inefficiencies so advisors can attend to their clients' needs more effectively and help them enhance their financial future. We empower each level of the firm's sales force with the tools needed to get the job done, including modelling investment comparisons, preparing compelling proposals, and tracking compliance checkpoints. In short, our product facilitates an ecosystem that reflects the workflows of each wealth enterprise.Diversity builds better teams, and we encourage individuals of all backgrounds to reach out to us if you're interested in working together.

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Alvin Cheung currently works for CapIntel.
Alvin Cheung's role at CapIntel is Account Executive.
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Alvin Cheung works in the Computer Software industry.
Alvin Cheung's colleagues at CapIntel are Vincent Seguin, Eric Fleury, Remy E., Mariam Hammoud, Shawna Macdonald, Laura Rees, Marcus Maloney and others.
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