Total Onboarding and Client Communications Platform
Our streamlined Total Onboarding platform includes:
- Defensible Risk Tolerance Test;
- Practical behavioral finance for client profiling;
- Intuitive portfolio visualization and risk monitor;
- The best Investment Policy Statement (IPS) on the market.
It is also a powerful communications platform to facilitate meaningful conversations during market turmoil.
Inspired by Dr. Andrew Lo from MIT and his Adaptive Markets Theory, we are the first company to combine behavioral finance with risk visualization to empower financial advisors to deliver real insights, better-informed advice and truly personalized services. Watch the video and scroll down for details.