What's new? September 2026

We're excited to share an update to the Advisor Portal, no action is needed, but read on to see what's new.

Model Portfolios: Now up to 12

Advisor Portal now supports up to 12 model portfolios, up from 8. This gives you more flexibility when matching a client's risk comfort to the right mix of investments.  Risk comfort charts and reports have been updated to stay clear and easy to read with more portfolios to choose from.

Risk comfort charts now show each portfolio's name on click or hover, and are numbered to match on reports.

Goal projector labels are now shown vertically when a firm uses more than 8 portfolios. Everything looks the same as before if you use 8 or fewer.

Where You'll See This

You'll see the extra model portfolios reflected in reports, results, and investment meetings wherever advisors and clients review risk comfort and recommended investments.

Thank you for your continued partnership. We look forward to bringing further enhancements to Advisor Portal.

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