Attitudes towards risk can vary with emotions and stock-market cycles so why measure risk at one point in time? Go beyond risk tolerance and understand how prone the client may be to changing their mind.
This cutting-edge analytics tool has been developed using over 30,000 survey respondents and formulated to deliver difference-making insights for the modern financial advisor. Features easy-to-use reports, dashboards, detailed profile page and more.
With our couples divergences analytics we enable you to identify and address areas that may be sensitive when developing plans and meeting with a couple.
Insights is backed by proven and available academic and financial research. The intuitive design puts decades of behavioral finance at your fingertips, all through one easy-to-use web application.
We help you form answers to questions your clients didn’t know they needed to ask. Gain insight into the client's needs and tendencies, a crucial factor in solidifying and deepening those relationships.
The survey takes 10 minutes and is easy to complete. Plus the client receives a user-friendly recap of the survey results for confirmation, feedback, and on-the-spot client-engagement.
Over 30,000 investors, traders, and business professionals have taken the investor personality profiling survey. Insights was engineered by advisors that have been in your shoes and understand the importance of practicality.
With Insights, discover your clients' investor personality, so you can invest and manage the relationship with confidence and accuracy. Be exceptional, walk the walk and start using the next generation of advisor tools today.
The service you provide to your client is invaluable. There is a mountain of data available to support that fact. But to fight the spurious commoditization charge, your services should be more than valuable; they should be invaluable. Your services should be irreproducible by others, and with Insights we aim to do just that.
In our research on financial advisors, we found that the most successful advisors are those who help their clients make better financial decisions. We call this benefit 'Advisor Alpha.' Advisor alpha results from a bigger picture view of client service.
When you advise families, you're working with a team. We help identify their unique personality traits in order to enhance your ability to add value.