What's new? April 2025

As of Monday 14th April, you will see updates to the Risk Profiling Suite.

These updates include a new tutorial for clients when beginning the Risk Activity and added goals functionality allowing you to add specific goals and select different portfolios based on individual goals.

See below to learn more.

Risk Activity Tutorial and Framing:

Based on your feedback, we've improved the framing of the client risk activity.

Upon beginning the activity, clients will now see a tutorial when they start, this will assist both new and existing clients to understand the relationship between risk and return in the scenarios - check out the video below to see it in action:

Adding Multiple Goals:

You will now have the ability to add multiple goals for a client/household and also the ability to select a different portfolio for each goal.

You can add additional goals through the Goal Projector tab on the left sidebar of the client page, which allows you to set up goals prior to a client meeting.

Otherwise, you can add or remove additional goals within the Investment Meeting. Note that to complete the investment meeting, you will need to select a portfolio for each goal, or select 'no selected investment' to continue.

We're here to help you drive client engagement and facilitate educated conversations with your clients so hope you enjoy this additional functionality.

Did this answer your question?

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