CapitalPreferences

 

CapitalPreferences is a web-based platform that helps financial advisors understand their client’s risk tolerance to create custom portfolios that meet their investment goals. CapitalPreferences uses an innovative approach to risk profiling by combining behavioral data with financial analysis, allowing advisors to construct accurate models of each investor’s psychological and financial preferences. The CapitalPreferences website provides a range of resources designed to help advisors better understand the platform’s methodology and use it effectively.

image

error: Content is protected !!