Identify client money mindset with tools
based on The Millionaire Next Door



Accounts

Free Trial

SSL

SSL

SSL

Storage

Storage

Sub-domains

RISK

$79

Per Advisor / Per Month

Investor Profile

Assess risk tolerance & more

Advisor & client facing reports

Custom reports & behavioral guides

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ADVISE

$139

Per Advisor / Per Month

Investor Profile

Assess risk tolerance & more

Advisor & client-facing reports

Custom reports & behavioral guides

WealthTrek

Gauge readiness to make financial changes

Building Wealth

Assess behavioral money mindset

Financial Perspectives

Identify money attitudes


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COMPLETE

$159

Per Advisor / Per Month

Investor Profile

Assess risk tolerance & more

Advisor & client-facing reports

Custom reports & behavioral guides

WealthTrek

Gauge readiness to make financial changes

Building Wealth

Assess behavioral money mindset

Financial Perspectives

Identify money attitudes

Engage Marketing Suite

Library of short money mindset tests

Embed calls-to-action 

FAQs…with answers our advisor clients like to hear.

Onboarding? In-person, and no additional charge.

Contracts? No.

Price increases? We do not raise prices on our customers.

Partner discounts? Yep. Check out our partners here.

Multi-advisor discounts? Yes. Contact our team to find out more.