Identify client money mindset with tools based on The Millionaire Next Door.
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A Complete Behavioral Assessment Library
$80
Per Advisor / Per Month
Building Wealth
Behavioral assessment based on
The Millionaire Next Door
Investor Profile
Assess psychological risk tolerance & more
Financial Perspectives
Identify money attitudes
Advisor & client-facing reports
Branded for your firm
Custom reports & behavioral guides
Engage Marketing Suite
Library of short money mindset tests
Embed on your site, in social, and on blogs
Mind & Money Content
Monthly financial psychology content for client communication
FAQs…with answers our advisor clients like to hear.
Partner discounts? Yep. Check out our partners here.
Multi-advisor discounts? Yes. Contact our team to find out more.