Behavioural Finance.
Applied.

Our innovative technology empowers financial institutions to provide hyper-personalised advice to their clients, for today and for a lifetime of financial decisions.

Illustration of Investor Compass user interface

Understand your clients' motivations

Understand your clients' risk profile, how they will behave in different market situations and how much capacity for risk they can take.

Investor Compass

Promote your portfolios to advisers

Grow your AUM and showcase your portfolios to a wide range of IFAs in an industry-leading tool.

Learn More

Improve client financial wellbeing

Our technology helps your clients understand their capacity to invest and guides them to the most suitable solutions.

Consultancy

Guide client investment selection

Our solution is tailored to your advice process, so it works with your existing tech systems and engages your clients.

Digital Compass

Match portfolios to risk profiles

Ensure your advisers know which portfolios are suitable for your clients' risk profiles, and can access this information efficiently.

Risk Mapping

Understand ESG preferences

Understand your clients' risk profile, how they will behave in different market situations and how much capacity for risk they can take.

Responsible Investing

Trusted by clients including

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