Comply
For advice firms that want to make recommendations meeting the highest standards of suitability and compliance.
Systematically.
A rock-solid foundation for suitability and safeguards.
Mathematics, decision science and economics are at the heart of our profiling method.
Do you know who your most vulnerable clients are?
With our revealed preferences method, rigorous decision science lets you identify clients who have incoherent preferences.
Safeguarding your brand, your advisors, and your clients themselves.
Who says MiFID II makes for dull client ESG experiences?
Deliver a client-centric sustainable investing experience that makes ESG easy for advisors, and connects client preferences to Article 6, 8 and 9 funds.
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Learn about the decision science and math that make our methods the highest standard for suitability and compliance.
Shachar Kariv, PhD
Benjamin N. Ward Professor of Economics, University of California at Berkeley
Co-founder, Capital Preferences
Request a demo to see the compliance features of our client engagement platform.
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