Jason talks to James Rockwood, founder, and CEO of Capintel. Capintel is an investment analytics company that tells you how your performance looks and does all kinds of proposal building, automation, and team collaboration tools that reduce the heavy lifting and let us go back to focusing more time on what matters that’s the one on one time with our clients. 

Episode Highlights:

• 00.42: Capintel is an investment comparison proposal platform for financial advisors that help them organize how they present and pitch investment products to their customers. 
• 06.15: Jason says that industry people focus on demonstrating how smart they are to the client instead of speaking their language.
• 09.00: Most advisors deal with tons of different metrics and data. They have complex reasons for recommending fund A versus fund B or portfolio A versus portfolio B, says James. 
• 11.40: One of the bigger things going on around the world is they move towards even greater transparency and regulatory reform around any number of things, says Jason.
• 16.08: Client focus forms will be good for the industry. It will be excellent once we get through the specificity of understanding, like how much information is enough, says James.
• 21.41: It is interesting how in the 80s, the advisors had all the access, and now you could argue that retail clients have slightly more access because they can now access these random securities like NFTs in crypto, says James.
• 26.00: In 2022, Canadian fintech startups will be able to submit a three to five-minute video to pitch their idea. We will provide them with access or select companies with slightly used MacBook Pros and then introductions to some of our Angel investors, says James.

3 Key Highlights:

1. Capintel has a product management component where you can build your models. Then, you will organize it the way you want and make that into capital by entering the codes, the fund tickers, and allocations.
2. Financial goals are not met with a single financial product. Instead, it is a combination of financial products like a mixture of investments, insurance, willingness, date planning all over the place, says James.
3. The amount of change required in regulation for financial advisors from a reporting perspective or a record-keeping perspective is massive and shouldn’t be underestimated. In addition, people had to make huge changes to their day-to-day workflow to be able to do it.

Tweetable Quotes:

• “Being able to strike the right balance between informative and easily digestible is hard. Simplicity itself is a beautiful art but difficult.” – Jason
• “We are excited to be trying to build up more advisors’ abilities to address that holistic wealth problem because it will be a combination of the advisor’s judgment and knowledge of the client.” – James
• “People will be looking more and more for broader-based advice instead of Hollistic traditional investment management role.” - James

Resources Mentioned:

• Facebook – Jason Pereira’s Facebook
• LinkedIn – Jason Pereira’s LinkedIn
• Woodgate.com – Sponsor
• James Rockwood – Linkedin 
• Podcast Editing

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