September 14, 2017

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Assess money-related attitudes. Measure financial personality. Identify investor-related competencies.

Transform your practice with the world’s first financial assessment toolkit. Get started with a free, two-week trial.  

Annual Monthly

Behavioral Assessments

Lead Capture Assessments

for Marketing

Risk Tolerance Assessment

Onboarding, Tutorials, and Guidance

Each Additional Advisor (Per Month)


per advisor per month

Building Wealth

Financial Perspectives

Wealth Potential, Investor Composure,

Career Fit, and More

Investor Profile

Personalized Tour

Financial Psychology Training

Tutorials, Webinars, and Guides

Email and Marketing Templates

Knowledge Center