Mario Mota

As of September 28th, CI Assante will start rolling out shareview within the client CI Assante Portal. Shareview lets you securely share access to all accounts and documents associated with your Portal login with another Assante Portal user. It can also help you bring multiple Portal logins together under one primary login. How Shareview works 1. Sign in to the Assante Portal. If you require any assistance with login IDs or registration, we are here to help. 2. Open the Share tab and enter...

On August 2026, CI Assante introduced a new system for client online access, advisor services, back-office operations, and account statements. The change was intended to bring several older systems together on one modern platform, improve consistency, and strengthen security. While the transition has gone smoothly for many clients, we are aware that some clients have experienced issues or received information that was unclear. We understand how concerning this can be, particularly when it...

The second quarter of 2026 marked a clear shift from the geopolitical volatility that defined the opening months of the year. Following the U.S. capture of Nicolás Maduro in early January and the subsequent realignment of Venezuelan energy interests under Delcy Rodríguez, American companies including Chevron and Shell advanced meaningful investment and production agreements. Venezuelan oil output and exports rose steadily through the spring, contributing to increased global supply...