Client Communications Platform

Our visualizations make it a powerful client communications platform, so financial advisors can better engage clients and help them grow as investors.


How to Tell the Long-term Story

The long-term story that advisors told so beautifully through the IPS face serious challenges during the down market.

We believe the best way to tell the long-term story is to take a look at the shorter-terms. Learn how to reduce panic with compassion and credibility.


Keep Emotions in Perspective

It is also important to help clients put their emotions in perspective. For example, loss aversion, a common behavioral bias, suggests that the pain of losing is twice as strong as the pleasure of gaining.

The best time to help clients learn about their behavioral biases is when things are calm. You do it as a fun and educational exercise, and the result will come in handy when the market condition changes.


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