Assess client wealth behaviors. Advise based on science. Get started today.

Be more than an investment manager. Engage clients in their financial success.

Your firm's value is in building real relationships with your clients. You work with your clients to create unique wealth-building strategies based on their habits and goals. Predicting Wealth™ gives your firm the analytics it needs to purposefully help your clients build and maintain their net worth by improving critical wealth behaviors.
Engage

Engage clients in their financial success

Advise

Advise clients using behavioral science

Prioritize

Focus on critical wealth behaviors

Download our research report, Financial Behaviors & Wealth Potential.