Every client is unique. Click the cards to learn how.
Taylor
John
Mary and Chris
CP's modern risk profiling suite makes it easy to create advice moments that matter.
Delight clients with a gamified, mobile-first experience that lets you see them in ways no risk tolerance questionnaire can reveal.
We're for advisers and licensees who want to rise to the moment in Australian advice.
The leading lights who want to modernise the advice experience.
The best physicians use the best diagnostics and tools. Why should advice be any different?
What is "Revealed Preferences"?
It's a quantum leap past risk tolerance questionnaires.
In a phrase: "Actions speak louder than words."
It's a quick and intuitive gamified experience for clients, where their decisions reveal their preferences.
Grounded in standard and behavioural economics, Revealed Preferences is powered by mathematics and decision science.
Simple and intuitive to adopt into your client experience routines.
The Capital Preferences' Risk Profiling Suite works in tandem with your CRM and financial planning software.