Customer Testimonials

Hear what our customers say about working with Capital Preferences

“Capital Preferences is a 98 out of 100 in our vendor scorecard, which includes Service, Innovation and Partnership. They’re our highest performing vendor partnership. Beyond the operational excellence, the Capital Preferences team elevates how we think strategically about personalizing advice and the data strategy that comes with that—they feel like an extension of our own team.”

Head of Advice, Global Robo-Advisor

“Capital preferences is a key part of our go-to-market strategy for ESG client engagement. They’ve proven to be great partners.”

Global Head of Sustainable Investment Marketing, Global Asset Manager