Enrich

A suite of enriching experiences that help advisors build intimacy with clients and strengthen relationships with their partners.

More referrals. Higher walletshare. Greater retention.

Capital Preferences
Capital Preferences
Capital Preferences

Is your advice experience failing women?

Help your advisors build stronger relationships with the 70% of women who feel less connected to their advisor.

Adopt a risk profiling experience that treats both partners equitably.

Bridge the risk gap for deeper trust and loyalty.

6 in 10 couples have meaningful differences in risk preferences.

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

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

Staying in harmony with clients has never been easier.

Client preferences change, often in ways they can't or don't want to say.

Routine gamified "check-ups" reveal changes, so your advisors can stay in front of client behavior and spot new ways to deepen relationships.

Modernize 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

Is your advice experience failing women?

Help your advisors build stronger relationships with the 70% of women who feel less connected to their advisor.

Adopt a risk profiling experience that treats both partners equitably.

Capital Preferences

Bridge the risk gap for deeper trust and loyalty.

6 in 10 couples have meaningful differences in risk preferences.

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

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

Capital Preferences

Staying in harmony with clients has never been easier.

Client preferences change, often in ways they can't or don't want to say.

Routine gamified "check-ups" reveal changes, so your advisors can stay in front of client behavior and spot new ways to deepen relationships.

Modernize 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.

Enriching client relationships.

Consistently. Repeatably.

Engagement that clients welcome.

Quick, intuitive gamified experiences make it easy and enjoyable for clients to reveal their true selves.

Capital Preferences

Behavioral science and design at the core.

Harness the power of the world's leading decision science and behavioral economics research to build higher value client relationships.

Enterprise-grade technology.

A modern tech platform with full API integration, built to scale and configurable to your advice workflows.

A productivity jolt your advisors will love you for.

Automatable. Programmable.

We make it easy for advisors to set their own relationship enrichment program.

Capital Preferences

Request a demo to explore the enrichment capabilities of our client engagement platform.

Related insights to inspire and challenge.

Comply

Make recommendations meeting the highest standards of suitability.

Capital Preferences

Digital & Hybrid Advice

Captivate digital natives with a native digital advice experience.

Capital Preferences

Help your clients make purposeful decisions with their money.