Founded in 2014, Capital Preferences is an independently owned decision science technology and research firm created by globally acclaimed economists.
Our suite of client-first technology is changing financial services for the better, one insight at a time.
Macquarie Asset Management
Macquarie Asset Management is a conviction-based, long-term global asset manager with offices in the United States, Australia, Asia …
Commspace
Capture and collate all your commission and fee statements onto one platform which then generates insightful and powerful, …
PortfolioMetrix
PortfolioMetrix was founded to help professional advisers achieve financial security and well-being for their clients, while building a …
Dimensional
The assets we manage represent more than shares in a portfolio. That money represents the savings, sacrifice, and …
intelliflo
intelliflo is a global leader in financial advice technology; providing solutions that power and streamline the advisory experience …
Allianz Retire+
We are an Australian company dedicated to developing retirement products to meet the unique needs of Australian retirees. We …