Our innovative technology empowers financial institutions to provide hyper-personalised advice to their clients, for today and for a lifetime of financial decisions.
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.
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.
We leverage our behavioural science and quantitative finance expertise to advise on bespoke projects, such as proposition design, fund construction, and risk-model validation.