Behavioural Finance.
Applied.

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.

Solutions

Wealth Management

Investor Compass, our core client suitability, sustainability, and investor personality software solution for wealth managers and financial planners.

Investor Compass starts with the most robust suitability assessment for onboarding an investor successfully. Uniquely, we also provide advisers insight and guidance based on an investor’s financial personality and values. Helping advisers ensure an investor makes the best possible financial decisions in their lifetime.

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Digital and Hybrid Wealth

Supporting digital investment platforms to serve investors throughout their investing journey.

Our digital profiling tools provide the rigorous assessment needed to match investors with the appropriate investments. We also employ our 16 behavioural scales to help you drive investor engagement over their investing journey.

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Risk Mapping Service

Risk Ratings and Risk Mapping service for asset managers and fund providers.

Robust and consistent risk measurements with whole of market distribution, enabling the matching of advised clients to suitable investment vehicles.

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Trusted by clients including

Handelsbanken
M & G
Abrdn
Fidelity International
Rathbones
HSBC
Goldman Sachs
Brewin Dolphin
Boubyan Bank
Royal London
Hargreaves Lansdown
NatWest

What is Behavioural Finance?

Investors are not rational and on average lose 300bps per year due to emotional decision making.

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.

Please click the button below to learn more about how Behavioural Finance can help transform your business.

Latest resource

The Ultimate Guide to Applying Behavioural Finance in Financial Advice

Behavioural finance addresses the imbalance in attention between what financial advice is for and whom it is for. To apply behavioural finance effectively requires understanding how investors own investments, not merely what they own. Done well, this can lead to comfortable and confident investors, and better financial outcomes.

The Ultimate Guide to Applying Behavioural Finance in Financial Advice