Understand the psychology of your clients' investing decisions

Understanding your client’s investing-related personality will help personalize the advice you provide.

We created the Investor Profile assessment with the client in mind. Advisors use the Investor Profile to get to know investor psychology from the start of the relationship, to compare spouses on five investor psychology factors, and to anticipate how clients will react during times of market chaos.

Request our overview to learn more. Or, sign up for a free, two-week trial, and try it for yourself and with your clients.