Capital Preferences

Founded in 2014, Capital Preferences is an independently owned decision science technology and research firm created by globally acclaimed economists. We empower you to:

• Gather accurate client insights Our data and insights platform and gamified simulator technology measures client behavior and creates powerful business building and suitability insights in under 90 seconds

• Deliver intelligent recommendations We transform onboarding and annual reviews into an engaging and educational experience for the client

• Operate with greater safeguards and profitability while serving clients’ best interest We bring you unmatched Risk and Regulatory protection for your digital properties.

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Articles & Research

26 September 2023

Adviser at the Helm: How to Guide Clients Through Sustainable Investing to Build Trust and AUM

The research is clear, sustainable investing (SI) is not a passing fad. But it is a giant gap. Recent data shows nearly 60% of Australian investors place high…

Pat Spenner
Head of Marketing & Strategy at Capital Preferences

6 September 2023

Re-profile your clients: a prescription for building trust and growing AUM

Risk profiling is often one and done – since it’s treated as a compliance “tick the box” formality. But the research suggests it’s worth a…

Pat Spenner
Head of Marketing & Strategy at Capital Preferences

10 August 2023

Advising the Modern Couple on Risk – Navigating Hidden Preference Gaps

When it comes to couples and relationships, what goes unsaid is often more important than what gets said. It’s no different in an advice context. It’s…

Pat Spenner
Head of Marketing & Strategy at Capital Preferences

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