Capital Preferences

Launching in Q4 2017

A profiling tool that looks at examining how clients make tradeoffs between risk vs. return, today vs. tomorrow and themselves vs. others, to gain a precise measure of their preferences so as to customize their financial plans, business plans, job search, and more, with confidence.

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End User Advisers
Advice Process Steps Scope
Goals
Assessment
SOA
Implementation
Review
Benefits Process efficiency
Engagement Uplift
Time saving
Cost Reductions
Compliance
Cost per user per annum $1000-$1999
Time saving per client 3 hours per client
Cost saving per client $501-$1000
Integration Only in discussion stages at time of writing
Website embedding Yes
White labelled Yes
System prerequisite Requires internet access
Single sign on Yes
Data storage Some basic client data plus data on their risk, goal and other preferences is stored.  No details as to jurisdiction at this point in time.
Privacy standards No details provided
Limits on use No user or client restrictions
Disaster recovery and business continuity plans Yes
AFSL approval Undisclosed