Strengthen your client relationships with a gamified digital experience that accurately reveals a client’s unique attitude to risk in just 90 seconds
Accelerate time-to-portfolio and increase conversion rates with a personalized, interactive and educative onboarding experience for clients
Harness the power of the world’s leading decision science and behavioral economics research to uncover your clients’ Economic Fingerprint™
– 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?