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.