Join the CP Risk Profiling Suite early access program
Our Early Access program in Australia is for tech-forward advisers - innovators who are interested in delivering a modern advice experience to their clients.
Modernise your risk advisory experience.
We've designed our Early Access program for early adopters in Australia as a way to thank them for their trust, interest and spreading the word.
You'll gain access to the CP Risk Profiling Suite, with flexibility to size your usage to your needs and the value you receive.
Express your interest here, and we'll be in touch shortly.
A full-featured, elegantly designed risk advisory experience
Digital Gamified Client Experience
Mobile-native
Intuitive (2 minutes for clients to complete)
Engaging and interactive risk tradeoff activities
Branded with your firm logo
Digital Client Meeting
Easy-to-navigate pre-meeting PDF report
One-click personalised digital client presentation
Engaging investment visualisations
Custom file notes
Client Revealed Preference Measures
Attitude to risk
Sensitivity to loss (loss aversion)
Decision consistency (to ID vulnerable clients and protect your firm)
Preference tracking over time
Investment Suitability and Wealth Projections
Model portfolio mapping (to your portfolios)
Retirement income and wealth accumulation/decumulation modeling
Goal Achievability ratings (risk required vs. risk comfort)
Risk Advisory Experience for Couples
Unbiased measurement of each partner's preferences
Ability to combine two risk profiles into a household profile
Guided client meeting for couples
Compliance, Reporting & Data Security
Auto-recording of client completion and agreement
Summary of investment proposal
Australia-based data-hosting (for security and privacy compliance)