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.
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.
Promote your portfolios to advisers
Grow your AUM and showcase your portfolios to a wide range of IFAs in an industry-leading tool.
Improve client financial wellbeing
Our technology helps your clients understand their capacity to invest and guides them to the most suitable solutions.
Guide client investment selection
Our solution is tailored to your advice process, so it works with your existing tech systems and engages your clients.
Match portfolios to risk profiles
Ensure your advisers know which portfolios are suitable for your clients' risk profiles, and can access this information efficiently.
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.
Trusted by clients including
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