CapIntel Forges New Strategic Partnership with Aviso Wealth to Provide Credit Union Advisors
Aviso Wealth will introduce CapIntel’s proprietary technology to credit union advisors to enhance their processes and enrich member interactions CapIntel, a leading financial technology company that improves day-to-day workflow efficiency and fund analysis for financial advisors, announced a new partnership with Aviso Wealth Inc, one of Canada’s largest independent wealth......