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