Products

Behavioural Values Profile™ - Exploring My Values
Values are relatively permanent personal beliefs about what your client regards as important and worthy. You can invite your clients to complete a quick gamified process based on universal human values. Upon completion, you will get a customised report that shows your client’s most important values that drive their behaviour. You can use this profile to build financial strategies and portfolios that will resonate with the client.

Behavioural Investor Profile™ - Discovering My Self
Values are relatively permanent personal beliefs about what your client regards as important and his tool will capture your client’s goals, what they mean to them and their unique heuristics that can get in the way of financial wellbeing. You can invite your clients to complete a comprehensive behavioural profiler. The tool then efficiently generates a powerful roadmap that will detail information about your client’s ability to judge situations and deal with uncertainty that will help form the basis of your relationship. Behavioural Life Planning Priorities™ - Discovering Priorities This behavioural game allows your clients to list and prioritise their most immediate, medium term and long-term planning needs. The customized report will allow you to determine if and how much value you can add to the client, and reduce your lead conversion time. You can use this report to identify any gaps in the client’s knowledge of their circumstances and priorities.

Behavioural Legacy Plan™ - Planning My Legacy
How does your client want to be remembered? What are the things they want to do that will leave a lasting impact on people beyond their immediate family and friends? How does your client know when they want someone else to start making important money decisions on their behalf? Our tool will detail your client’s legacy plan within minutes, which can then be used to widen your service offer to them in their retirement years.