Behavioural Finance.

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

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.

Learn 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.

Learn More

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.

Learn More
Rathbones logo

Sign up to our behavioural suitability newsletter

Stay in the loop for the latest in scientific suitability and applied behavioural finance news

Thank you. You have subscribed to our newsletter!
Oops! Something went wrong while submitting the form