Everyone has a view. Almost no system knows what it is.
Preference profiles that carry what a person or an institution actually believes into the decision itself.
The investor's view, modeled — and made an input, not an afterthought.
View builds a preference profile for a party — an individual investor, a household, an advisor, a committee, an institution — from the evidence that already exists. Books and records. CRM. Email and other digital communications. Public writing, research, and commentary, where the party is a CIO or a firm that publishes one.
The profile is a structured, machine-readable statement of what that party believes and prefers: risk appetite, constraints, convictions, exclusions, the outcomes that actually matter to them. Not a questionnaire score. Not a segment. A view specific enough to act on.
And a party is rarely one person. Two spouses disagree. The advisor has a house view. The firm has a policy. View holds all of them and resolves the weighting, rather than pretending the disagreement isn't there.
It runs where you need it — available as an API, a flat-file feed, a reference implementation, or an embedded integration into the systems the firm already runs.
Model the party
Profiles are derived from financial books and records, CRM, communications, and published research — the material the institution already holds. No new intake process.
Find the consensus
Multiple views over the same account — two household members, the advisor, the firm — are held simultaneously and weighted, not collapsed into one.
Put the view into the workflow
The profile is an input to systems that make and govern decisions: portfolio optimization, product and content syndication, economic and news distribution, compliance and suitability workflows.
View models what the party believes. Narrative explains decisions in those terms. Performance Evaluation measures the outcome against them.