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How The Pacific Financial Group Leveraged Technology to Transform the Advisor Experience and Relationship


Get insights into the success of our partnership with The Pacific Financial Group, an American wealth management innovator and leader in Self-Directed Brokerage Account Management, including 3 key impact areas and metrics.

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The status quo is not an option

The Future of Wealth

The next generation of investors demands a new client experience. Learn how the future of wealth is changing and how you can keep up.




Get the full story to discover...

  • The success of implementing technology to improve business practices...

  • The enhancements made to help improve advisor experiences and relationships with wholesalers...

  • How wholesalers can tell compelling stories about their funds to empower advisors and their clients...

  • How many admin hours are being saved after implementing CapIntel...




CapIntel Case study preview

Hear about our partnership from the source

Join us at Financial Planning's INVEST for our session: Case Study: Unlocking New Potential for Advisor Relationships and Experiences Using Technology.

Map_icon_bl New York City, NY
clock_icon_bl Tuesday June 13, 2023 10:00AM-10:30AM

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James Rockwood
Founder & CEO

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Ron Rice
Vice President of Marketing
The Pacific Financial Group