We analyse financial personality on over a dozen dimensions, including:
An investor's propensity to act quickly and on emotional instinct when making decisions about investments and – often more importantly – spending.
An investor's confidence in and satisfaction with their long-term financial situation.
Willingness to make a trade-off for social good, whether a sacrifice of financial returns, a longer-term investment, or extra risk taken on.
The extent to which an investor wants to be included in financial decision-making and the management of their portfolio.
An investor's propensity for judging their performance relative to external benchmarks or others' performance, as opposed to whether their portfolio has gone up or down.
An investor's preference for solutions and investments that feel familiar and known, or their need for a strong narrative to be comfortable with investing.
Traditional ‘risk profiling’ approaches are a box-ticking burden, not a means of driving engagement by garnering insights about what makes clients tick. They may manage risk, but it’s not the investor’s.
And they stop too soon. Investing doesn’t turn off people’s emotions, it amplifies them. Managing the journey is just as important as heading off in the right direction.
Discover how your clients’ personalities compare to those of everyone who’s taken our assessment.
Understand what makes each client stands out from the crowd and how to tailor your recommendations accordingly.
Our dashboard filters make it easy to deliver bespoke communications at scale.
By seeing suitability as a relationship between investor and investments, we move beyond a narrow view of what it means to own a good investment portfolio, to a wider view of what it means to be a good investor.