On October 8, 2024, CapIntel, a proposal generation and client engagement platform, announced a strategic partnership with FactSet. This collaboration aims to enhance the wealth management experience for financial advisors.
Through this integration, advisors using the FactSet Workstation can now directly create and share CapIntel’s digital, compliant, and personalized proposals. This provides a seamless workflow and user experience for wealth management professionals.
The partnership strengthens FactSet's position in the wealth management segment by offering a more integrated and efficient solution. It allows advisors to streamline their client engagement and proposal generation processes within a single platform.
The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.