Kwanti
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
- RIAs
- Broker-dealers
Data & researchPer seat
Alternatives to Capital Preferences
Capital Preferences makes client discovery software for wealth managers and advisors that measures how each investor makes financial tradeoffs, and uses the results for advice, portfolio proposals and AI tools. The company was founded in 2015 by economists, including CEO Bernard Del Rey and decision-science researcher Shachar Kariv, and describes itself as independently owned. Read the Capital Preferences profile.
Zephyr
Portfolio analytics, proposals, risk profiling and PSN SMA data for advisors, wealth managers and trust teams
- RIAs
- Banks and trust companies
- Asset managers
Data & researchCustom quote
KoyfinIn the news
Market data, portfolio analytics and client reporting for advisors
- RIAs
Data & researchFree tier, paid plans
YCharts
Investment research, portfolio analytics and proposal software for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Asset managers
Data & researchPer seat
Ethos
Values-based and ESG impact ratings, portfolio analysis and client impact reports for advisors; owned by ACA Group
- RIAs
- Asset managers
Data & researchCustom quote
PitchBookIn the news
Private capital market data and research on companies, deals, investors, funds and limited partners
- Asset managers
Data & researchCustom quote
PREZENTD
AI workspace that turns advisor meeting notes and files into branded client presentations and proposals
- RIAs
Data & researchTiered
VRGL
Statement extraction, portfolio analytics and proposal workflow for independent advisors and enterprise wealth firms
- RIAs
Data & researchCustom quote
DNA Behavior
Behavioral and financial-personality profiling platform for advisory firms, with API and AI assistant
- RIAs
Data & researchSubscription