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Capital Preferences on AWS. Helping people make purposeful decisions with their money.

AWS Qualified Partner.

Since 2020 Capital Preferences has been an AWS Qualified Partner. We have achieved the AWS Well-Architected Review status and meet all conditions for AWS.

Together, CP and AWS make it easy to offer personalized financial
advice at scale in your AWS environment without procurement and
deployment hassles.

Find us on AWS.



Empower your advisors to win the advice moments that matter.

Consistently. Systematically.



Is your advice journey failing women?

Engage couples equitably to boost retention and win held-away assets.


Help your clients make purposeful decisions with their money.