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.