The most advanced technology for understanding your customers is also the most engaging one
Gain Unique Insights
Use simple games to understand your customers’ behavior.IMPROVE ENGAGEMENT AS YOU LEARN MORE
Act with Confidence
Embrace the highest standards in behavioral economics.LET SCIENCE REMOVE THE GUESSWORK FROM YOUR DECISIONS
Eliminate Risks
Run a successful business where the customer comes first.OPERATE WITH TRUTH AND TRANSPARENCY
SCIENTIFIC PREFERENCE SOLUTIONS
New York Times: The Chart that Shows the Financial Peril Facing Federal Workers
Shachar Kariv, Dan Silverman and colleagues share insights from their research on the financial impact of government shutdowns on federal workers.
TrueProfile Launches in United States
TrueProfile has expanded its revolutionary client-profiling service into the United States, offering the financial nucleus of the world a gamified, scientific method of understanding client preferences.
ThinkAdvisor: Sitdown with Shachar Kariv
Shachar Kariv sat down with ThinkAdvisor to explain how Behavioral Economics can elucidate a client’s investment preferences and finally transition client-understanding from speculation into science.
TrueProfile Partners with FPA, Berkeley Executive Education
TrueProfile has partnered with FPA and Berkeley Executive Education at the University of California to provide financial planners with innovative methods to better understand clients through the emergent field of Behavioral Economics.
Capital Preferences Partners with FPA, T. Rowe Price
The Financial Planning Association, Capital Preferences, and T. Rowe Price are initiating a new study providing research and insight to help financial advisers and planners better understand and serve their existing and prospective clients.
FA-Magazine: TrueProfile Gamifies how Clients are Understood
Understanding how your clients make decisions and how they are likely to react to market fluctuations is crucial to designing plans and portfolios for them.
Info Insider: TrueProfile Brings Science to Understanding Clients
Client insights are locked inside their decisions, and TrueProfile allows advisors to analyze client decisions and is a huge leap forward in producing engaging, systematic, scaled and consistent advice.
Journal of Financial Planning: Interview with Shachar Kariv
Chief Scientist, Professor Shachar Kariv, recent chair of the Economics department at UC Berkeley, discusses the “need to bring the science of understanding the client to the same high level of the science of building portfolios.”
WealthManagement.com: Actions Speak Louder than Words
Risk-tolerance questionnaires are antiquated and inefficient. TrueProfile introduces clarity into a client’s psyche, offering diagnostic tools that can accurately determine a client’s risk-profile.