What's new? October 2023

On October 26th, we're releasing a number of improvements to enhance your Risk Profiling experience.

Improvements:

The Goal Projector is ready

We've made a small, yet impactful change that we think you'll love. We've swapped the buttons on the Risk Comfort screen, making it even more user-friendly. Now, by simply clicking 'Launch Goal Projector,' you'll seamlessly access the Goal Projector, or if your investment meeting is wrapped up, you can easily conclude it by hitting 'Finish meeting.' 

Mapping and scoring update

We’ve refined our scoring algorithms for Attitude to Risk and Sensitivity to Loss, and improved our portfolio mapping with the latest insights from behavioural economics.

Retirement drawdown in the Goal Projector

Clients now enjoy greater retirement confidence with the full annual withdrawal assumption occurring at the beginning of each year in retirement. This change applies to both pre-retirement and retired clients, ensuring more robust financial projections.

Did this answer your question?

If not, please feel free to reach out to us at customer-support@capitalpreferences.com