Unique behavioural finance software for Financial Institutions, Wealth Managers, and Digital Advisers. We provide the most robust assessment of an Investor's Risk, ESG preferences and Financial Personality. Help your investors make the best financial decisions over their lifetimes.
Wealth managers and financial planners can go beyond risk profiling and gain valuable insight about their clients’ personality, values and circumstances, and match them to suitable investment products.
Banks, financial institutions, and D2C propositions can turn existing client data into actionable insights that drive 2-6x more engagement with personalised interventions.
Asset managers and product providers get whole-of-market exposure, helping clients get matched to the most suitable investments that they will stick with for the long term.
Financial planners and pension providers can guide clients to better outcomes in retirement by delivering truly personal recommendations for their pensions.
Our behavioural profiling tool equips advisers with the deepest possible insight into an investor’s financial personality. Accurate assessments allow advisers to guide investors to maximise anxiety adjusted returns and give an investor the emotional comfort they need to stay successfully invested.
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Behavioural Engagement Technology marries a deep psychological understanding of investors as individuals with the tools for institutions to organically grow assets under management by 10% or more, improve overall investor engagement, and attain regulatory peace of mind.