Become the Advisor Your Clients Love

Support client goals with smart risk scores

• Gain clear risk scores for every client and seamlessly integrate them into your investment recommendations. Empower your clients by showing them how to best achieve their financial goals based on their risk scores.

Turn clients into fans

• Easily turn every client interaction into a rewarding experience. Predict the expectations of prospective clients even before your initial meeting and communicate with your established clients more effectively than ever.

Unlock investment potential

• Spot clients who are ready to transition from savings to investments, often before they realize their own readiness. Inspire them with offers that are precisely tailored to their individual preferences and personality.

Reduce client turnover

• Identify at-risk clients proactively so you can talk to them before they consider leaving you. Boost customer satisfaction and secure loyalty even if returns fall short of expectations.

Optimize Team Decision-Making

• Enhance team decision-making and performance with cutting edge behavioral science and machine learning. Uncover key strengths and identify decision-making risks. Get concrete strategies for targeted performance optimization.

Mitigate Decision Risk

• Navigate proactively through market shifts and team dynamics. Keep track of changes in the team’s decision-making and risk behavior. Recognize warning signals early to protect your results.

Build Winning Teams

• Just like with a portfolio, the right mix makes the difference. Effortlessly evaluate and compare single team members. Predict the impact of team changes and simulate new team compositions for optimal outcomes.

Select the Right Fund Manager

• Integrity and quality of decision-making are not evident from resumes and fancy brochures. Benefit from behavioral data to distinguish genuine skill from mere luck. See how well managers align with your goals and identify red flags in advance.

Hire with Confidence

• Make finding the right professionals easy with a system that does the work for you. Define what qualities are important to you and see the best fit based on predictive data. Decide with confidence, based of systematic comparison of the most important criteria.

Ensure Continuity

• Changes in the fund size, market conditions, or team dynamics can lead to undesirable shifts in decision making. Prevent style drift and deviations from the mandate through easy-to-implement monitoring.