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Showing 1 - 5 of 5 results for "Capital Preferences"

intelliflo partners with Capital Preferences

KARREN VERGARA  |  TUESDAY, 12 NOV 2024
Financial advice technology provider intelliflo has partnered with client engagement platform Capital Preferences. Capital Preferences will provide interactive assessments to help advisers better understand client preferences backed by science and behavioural ...

Super funds lack data for effective retirement assistance: Study

ANDREW MCKEAN  |  MONDAY, 5 FEB 2024
... hindering effective retirement assistance and compliance with Retirement Income Covenant obligations, research by Capital Preferences and Challenger reveals. The survey of 4000 Australians showed 78% feel unprepared for retirement, with a similar number ...

Investors, advisers need further ESG education

CASSANDRA BALDINI  |  MONDAY, 18 JUL 2022
... receiving the assistance needed when it comes to sustainable investing. In line with its Australian market launch, Capital Preferences released its ESG is Personal: 2022 Study of ESG Preferences and Advisory Practices in Australia. The study profiled ...

Game theory revolutionises risk profiling

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2017
... several advice groups. United States-based behavioural economics, decision science and financial technology firm Capital Preferences has developed a SaaS (Software as a Service) behavioural profiling and portfolio assessment platform, TrueProfile. It ...

Berkeley scientist develops game for advice clients

MARK SMITH  |  THURSDAY, 13 AUG 2015
Capital Preferences has designed a new tool to help financial advisers better understand their clients' and, in turn, help them make better investment decisions, with the help of a scientist from the University of California, Berkeley. The financial ...
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