Behavioural Finance.
Applied.

For Advisors
and Planners

Our profiling technology goes beyond knowing your client, to truly understanding them. We offer quick and simple tools for suitability and risk profiling, decision support, ESG and more.

For Funds and
Asset Managers

We calculate the risk level of portfolios and funds in a way that is both informed by behavioural finance and scientifically robust. We then map these risk levels to investor risk profiles produced by our tools.

For
the Future

We leverage our behavioural science and quantitative finance expertise to advise on bespoke projects, such as proposition design, fund construction, and risk-model validation.