Capital Preferences Knowledge Base

Other FAQ

  • How is Goal Achievability Calculated?
  • Why Are There Six Decisions?
  • Why is the Risk Activity Trade-Off an Equally Likely Outcome?
  • Should Clients Complete the Risk Activity Independently?
  • Where and How is Client Data Stored?
  • Why is the Risk Activity Trade-Off Over the Next Twelve Months?

Categories

  • Get started
  • The Financials Activity
  • The Goals Activity
  • The Risk Activity
  • The Values Activity
  • Understanding Unique Preferences
  • Become a Behavioural Expert
  • Integrations
  • What's New: Release Notes
  • Other FAQ
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