Last month, CapIntel revealed its newest module to enable more comprehensive and effective advice to their clients. It aims to do that by solving one of the great dilemmas for advisors today: how to have a responsible-investing conversation.
Last month, CapIntel revealed its newest module to enable more comprehensive and effective advice to their clients. It aims to do that by solving one of the great dilemmas for advisors today: how to have a responsible-investing conversation.