Practical Behavioral Finance for Financial Advisors

Using mini-questionnaires, AccuProfile is modular, flexible and easy to use. It helps clients understand their investor persona and inherent behavioral biases, their level of knowledge in finance and investing, and it helps to protect baby boomer clients.

Watch the demo video, and scroll down to more information.

Investor Type/ Investor Persona

Based on research from Dr. Andrew Lo from MIT, each client is assigned on an investor persona, such as passive investors, trend followers and contrarians, so you can anticipate their actions during market movements to provide personalized advice.

Behavioral Biases in Investments

Even the most rational people are subject to behavioral biases such as loss aversion (very common!), overconfidence, and herding. Have this awareness help your clients keep their emotions in perspective.

Protecting Baby Boomer Clients

Routine cognitive ability tests detect early signs of cognitive decline due to advanced age, Alzheimer’s and dementia. Now you don’t have to be the messenger; instead, you are the hero coming to the rescue.

Financial IQ (Investment Knowledge) Questionnaire

Successful people often overestimate their capabilities in other fields. Financial IQ is an objective assessment of clients’ knowledge in finance and investments. You will help them learn and grow as investors.

Investment Risk Tolerance Questionnaire

We use a traditional Risk Questionnaire to look at investor’s risk tolerance from a different angel, to cross validate the result from our proprietary Risk Tolerance Test.

Behavioral Risk Index

Behavior Risk Index™ indicates how likely the client is susceptible to irrational behavior in the context of capital markets.
Each investor is assigned a Behavior Risk Index based on a combination of behavioral risk factors, such as the investor persona, behavioral biases and investors knowledge in finance.

Learn about how it can help your practice.

Better communication? Better-informed advice? Better personalized services?