Risk Profiling Suite

A modern advisory experience that captivates, empowering advisers to see around corners and build deeper client relationships, faster.

Start by engaging clients with an elegant digital profiling experience.

In two minutes, clients complete a gamified experience on their mobile device.

They prefer it 3:1 over conventional risk tolerance questionnaires, because it leads them to think more deeply about the risks they're willing to take.

An phone displays a risk profiling tool that helps with client engagement.
Capital Preferences adviser experience
Capital Preferences financial risk comfort score is shown on a tablet
A financial risk profiling tool displays different client portfolio options.
A digital risk profiler shows the balance between risk comfort and financial goals.

Next, it's just four clicks to create a revelatory client conversation.

Start by showing your clients their decision x-ray - a visual guide to how they think about investment risk.

Gain an edge with behavioural insights that RTQs can't detect.

Explore your client's loss aversion, so together you can stay ahead of client behaviours that are a hidden drag on long-term wealth accumulation.

Help clients connect their personal risk scores to your investment lineup.

Show your clients their risk comfort zone, customized for your model portfolios.

Illuminate the balance between risk comfort and financial goals.

Help clients visualize the balancing act between risk required to meet their goals and their risk comfort zone.

Find the best approach - unique to each client - that will help you keep them on the path to financial wellbeing.

Capital Preferences adviser experience

Next, it's just four clicks to create a revelatory client conversation.

Start by showing your clients their decision x-ray - a visual guide to how they think about investment risk.

Capital Preferences financial risk comfort score is shown on a tablet

Gain an edge with behavioural insights that RTQs can't detect.

Explore your client's loss aversion, so together you can stay ahead of client behaviours that are a hidden drag on long-term wealth accumulation.

A financial risk profiling tool displays different client portfolio options.

Help clients connect their personal risk scores to your investment lineup.

Show your clients their risk comfort zone, customized for your model portfolios.

A digital risk profiler shows the balance between risk comfort and financial goals.

Illuminate the balance between risk comfort and financial goals.

Help clients visualize the balancing act between risk required to meet their goals and their risk comfort zone.

Find the best approach - unique to each client - that will help you keep them on the path to financial wellbeing.

Request a demo to discover how CP's Risk Profiling suite can modernize your advice experience.

Detect vulnerable clients

Use leading edge decision science to detect vulnerable clients with incoherent investing preferences.

Meet compliance standards with science

Let economic theory and mathematics guide each client to their most suitable and optimal portfolio.

A risk profiling experience that treats partners equitably.

6 in 10 couples have meaningful differences in risk preferences.

90% of the time, advisers don't detect it.

Advisers who can connect the dots earn greater advocacy and higher loyalty.

A couple embraces after a positive and equitable financial advice meeting.

Modernise your annual review.

Short and engaging preference "pulse checks" deliver rich data and behavioral insights.

Level-up your annual reviews and spot new ways to create value for clients.

Capital Preferences financial risk profiler is displayed on a tablet and phone.

Help your clients make purposeful decisions with their money.