AccuProfile®: Practical Behavioral Finance

How do you use behavioral finance to get to clients better?


Investor Persona

Based on research from Dr. Andrew Lo from MIT, we assign an investor persona to each client based on how they react to market ups and downs, so you can anticipate client behavior and prioritize accordingly.

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Behavior Risk Index™

Each type of investor faces their own challenges, thus opportunities for advisors to add value.

For example: trend followers watch the market closely and tend to panic first. They also like to move in and out of the market in an almost inevitably futile effort to beat the market. Advisors can add value by educating them that asset allocation is the biggest driver of return, not stock picking nor market timing, as well as helping them manage their emotions using our risk visualizations.

Behavior Risk Index™ indicates how likely the client is susceptible to irrational behavior in the context of capital markets. In addition to the investor persona, it also incorporates the behavioral biases, cognitive declines (for baby boomer clients) and investor’s knowledge in finance and investments.


Emotions and Behavioral Biases

Even the most rational people are subject to behavioral biases such as loss aversion, overconfidence, and herding. Help your clients understand their behavioral biases so they are more open to perspectives that may contradict with their intuitions.


Cognitive Ability Test for Baby Boomers

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. Click here to learn more.


Financial IQ

Financial IQ is an objective assessment of clients’ knowledge in finance and investing.


Combine this knowledge with AccuRisk® to identify at-risk clients so you can provide truly personalized services, efficiently.

Watch the product demo, and sign up for free trial!

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