Take risk-profiling from drag to differentiator
A better client experience
Strengthen your client relationships with a gamified digital experience that accurately reveals a client’s unique attitude to risk in just 90 seconds
Improved advisor & client outcomes
Accelerate time-to-portfolio and increase conversion rates with a personalized, interactive and educative onboarding experience for clients
Behavioral science & design at the core
Harness the power of the world’s leading decision science and behavioral economics research to uncover latent insights about your clients’ investment preferences
Quickly answer critical questions
– How much risk are my clients willing to take?
– How sensitive are my clients to losses?
– Does my client have a coherent view of risk?
– Are they a regulatory risk?
Personalized investment plans have never been easier
Create a winning client experience
Rapidly launch an engaging and easy-to-use digital experience that plugs into your client journey at any point.
Achieve behavioral alpha
Predict and manage “hard to know” client behaviors, such as loss sensitivity, before you experience retention issues.
Safeguard your brand, advisors & clients
Rigorous decision science identifies vulnerable clients and ensures the highest standard of suitability.
Sleep well with enterprise-grade technology
Technology built for scalability and configurability, including a modern platform with full API integration.