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CapIntel Debuts Uncapped: Inaugural User Conference For Leaders in the Digital Evolution of Wealth and Asset Management

Exclusive event dedicated to technology and innovation in wealth management brings together wholesalers and advisors for collaboration and learning in a digital-first environment

TORONTO, June 10, 2024--(BUSINESS WIRE)--CapIntel Inc. (CapIntel), a leading business-to-business financial technology company, today debuts its inaugural user conference, Uncapped. This one-day event aims to facilitate discussion and solutions related to emerging technologies in wealth and asset management. Hosted at The Globe and Mail Centre in Toronto, the conference brings together nearly 100 industry leaders, decision-makers and change-makers from over 25 different firms. It also offers a first-hand look at CapIntel’s latest innovations and integrations.

Through a keynote address and insightful panels, Uncapped focuses on the technologies that unlock organic growth and build strong relationships, as well as the effect of various compliance regulatory changes, such as Client-Focused Reforms (CFR). Attendees will gain a deeper understanding of how to navigate the evolving wealth and asset management industries to succeed in today’s fast-moving technology environment.


"We have always been committed to helping our partners establish a path towards elevated wealth management for their clients," said James Rockwood, founder and CEO of CapIntel. "As technology evolves and consumer expectations continue to shift, it is our duty to educate financial professionals by providing them with access to transparent information and smarter systems. The Uncapped event allows us to further inspire current and prospective partners, fostering meaningful conversations that facilitate progress. We’re thrilled to bring industry leaders together for a day of deepening relationships and exchanging insights that will drive collective success across the wealth and asset management landscapes."

Uncapped will showcase the CapIntel platform as a comprehensive resource for streamlining client portfolio management, market research and personalized recommendation generation. Attendees will also gain insights into CapIntel’s plans to enhance existing tools, including Omni—an interactive and intuitive presentation builder with built-in compliance and secure sharing protocols to streamline financial conversations and enhance decision-making for advisors and investors.

Recent partnerships with BMO Private Wealth, Desjardins and IG Wealth Management highlight CapIntel’s commitment to enhancing financial services as a trusted partner to the industry. In addition to attendance from event sponsors including FactSet, ClearEstate, SOCi and Conquest Planning, key decision makers from a variety of CapIntel partner firms will be on hand at Uncapped. The event will spotlight CapIntel's growing position in the industry as it continues to deepen relationships with top wealth and asset management firms.

To learn more about how CapIntel is transforming the wealth management experience, visit

About CapIntel

CapIntel is a business-to-business fintech company serving financial institutions across North America. Its intuitive, web-based applications are improving the overall experience for wealth professionals and investors. The company's mission is to elevate personal finance and a significant part of this means growing wealth through investments while creating meaningful conversations between advisors and their clients. Its platform helps financial professionals deliver transparent, data-driven, and personalized information to their clients so they can better understand their investments and feel at ease knowing their future is secured. With over 14,000 advisors and 800 wholesalers across North America on their platform, CapIntel is transforming the advisor-client experience. See for more information and on LinkedIn.

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Rob Farmer

Meaghan McNichol