Precision is a comparison & proposal tool

CapIntel is a Canadian analytics provider that Mackenzie has joined forces with to provide advisors with a self-serve analytics platform.  You can learn more about CapIntel at https://www.capintel.com/about/

Through Mackenzie’s secure advisor website – Mackenzie Account

Yes – both the interface and proposals are available in English & French. For the interface, use the settings under the person drop down on the top right of the home page to change language. For the proposal, use the proposal options on the top left corner to change language.

You can reach out to Precision support via [email protected]. You can also access the Help Centre from the home page on the top right.

Refinitiv is one of the main providers of the data along with 8 other providers.

Performance is updated as of the previous closing day.

Mutual Funds, Segregated Funds, ETFs, Equities (stocks) and benchmarks.

Yes – you can add in a GIC under the portfolio builder along with proxies, HISAs and cash.

Yes – we recommend searching by fund code to bring up the exact fund/series.

If comparing individual holdings or funds – use the search bar to bring in the investments into a comparison. If comparing a portfolio, create a portfolio using the Create Client Portfolio button on the home page.

Yes – you can build a portfolio and compare it to anything in the CapIntel investment universe.

• Click the create portfolio from the home screen or comparison screen. Name the portfolio and then add the investments with their allocations by either $ amount or %.
• Upload a CSV file with your favorite portfolio

You can have up to 30 in a comparison. However, there is a maximum of 4 or 6 you can export in a proposal depending on the template. 

You can’t save a comparison at this time.

Use the proposal builder options on the left-hand side: you can add/remove using the check boxes.

You can have a maximum of 4 in a proposal.

Yes – the proposal is meant to be shared with your clients.

• Mackenzie Report – Fully customizable with Mackenzie branded marketing materials
• Investment Watchlist – Performance watchlist for investments that shows more time periods for returns.
• KYP Report – standardized analytics aimed to be used as a KYP report.
• Quick Report – Includes the same standardized analytics shown from the previous Precision Quick Reports.