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.
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.