Advanced Client Profiling for the Modern Financial Advisor

Uncover your clients' Investor Identity.

Unlock your true potential as their advisor.

Request a Demo

Why would you use tools that can only measure
risk tolerance at one point in time?

We created Insights to bridge this disconnect in the financial advisor community with a robust client profiling toolset.

FEATURES


GAUGE SUITABILITY


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.

ACTIONABLE INSIGHTS


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.

NAVIGATE COUPLES


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.

COMPLEXITY MADE SIMPLE


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.

MANAGE RELATIONSHIPS


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.

CLIENT AND USER FRIENDLY


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.

THE INSIGHTS APP


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.


Download the Insights Product Brief

PREVIEW


Click Pictures to Enlarge

PRICING PLAN


SOLO

$29.99/month per advisor

  • ONE OR TWO ADVISORS
  • UNLIMITED CLIENTS
  • WHITE LABELING AND CUSTOM SUBDOMAIN

TEAM

$24.99/month per advisor

  • 3 TO 19 ADVISORS
  • UNLIMITED CLIENTS
  • WHITE LABELING AND CUSTOM SUBDOMAIN

ENTERPRISE

$19.99/month per advisor

  • 20 OR MORE ADVISORS
  • UNLIMITED CLIENTS
  • WHITE LABELING AND CUSTOM SUBDOMAIN