Solutions

We are for long-term thinkers and innovators who move forward, making – simply – better decisions.
Screenshot of suitability compass tool.
  • Enhanced client insights and engagement through a deeper understanding of what makes clients tick
  • Reduced demand on adviser time with automatic processes built in to existing systems.
  • Greater consistency of advice thanks to our robust, reliable, and repeatable methodology.
  • Fully evidenced compliance and digital audit trail.
  • Future-proofing against changing regulatory requirements from our pioneering blend of quantitative and behavioural science.

Investor Compass

Screenshot of suitability compass tool.

Investor Compass reveals the right level of risk for an investor to take today, using a unique combination of behavioural and quantitative finance.

Risk Mapping

Our advanced quant risk model provides a robust and reliable solution for mapping investors' risk profiles to suitable investments.

Expert Consulting

We have applied our behavioural-science and quantitative-finance expertise to various consulting projects, including proposition design, fund construction, and risk-model validation.

Responsible Investing

Our ESG profiling tool assesses investors' preferences to responsible investing – backed by rigorous research and testing.