Alternatives to Capital Preferences
Capital Preferences makes client discovery software for wealth managers and advisors that measures how each investor makes financial tradeoffs, and uses the results for advice, portfolio proposals and AI tools. The company was founded in 2015 by economists, including CEO Bernard Del Rey and decision-science researcher Shachar Kariv, and describes itself as independently owned. Read the Capital Preferences profile.
KoyfinIn the news
Market data, portfolio analytics and client reporting for advisors
- RIAs
Data & researchFree tier, paid plans
YCharts
Investment research, portfolio analytics and proposal software for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Asset managers
Data & researchPer seat
FinMason
Investment and risk analytics API for asset managers, wealth firms and insurers
- Asset managers
- RIAs
Data & researchCustom quote
Wilshire
Indexes, investment analytics and model portfolios for institutions and advisors
- Broker-dealers
- RIAs
- Family offices
- Asset managers
Data & researchCustom quote
CFRA
Independent equity, fund and ETF research and data for wealth firms
- Broker-dealers
- RIAs
- Banks and trust companies
- Family offices
Data & researchCustom quote
Clarity AIIn the news
Sustainability and ESG data platform for investors and wealth managers
- Asset managers
- Family offices
- Banks and trust companies
Data & researchCustom quote
DataPoints
Behavioral finance assessments and risk tolerance questionnaires for advisors
- RIAs
Data & researchPer seat
AlphaSense
AI search and research platform for investors and corporate strategy teams
- Asset managers
- Family offices
RPAGIn the news
Technology platform for retirement plan advisors and their firms
- RIAs
- Broker-dealers
- Asset managers
- Retirement plans
Data & researchTiered